Alexander I. Velasquez 9/8/25 Alexander I. Velasquez 9/8/25

Niagen Bioscience: A Great Company Suffering From Stock Dilution

Niagen Bioscience (NASDAQ:NAGE) has a debt-free balance sheet and Q2 beat show momentum—but heavy share dilution and a price ~133% above my DCF give the stock a hold rating.

Alexander I. Velasquez 6/16/25 Alexander I. Velasquez 6/16/25

Live Nation Entertainment: A DCF-Driven Bear Case

Live Nation Enternatinment (NYSE:LYV) looks ~48% overvalued on my DCF; mixed Q1 (revenue −11%) plus DOJ/FTC scrutiny threaten ticketing margins and vertical integration—why I rate LYV a sell.