BREAKING: Bloomberg reports that ASML and TSMC, two of the most important companies in the chip industry, have ways to 'disable the world’s most sophisticated chipmaking machines in the event that China invades Taiwan'.
New post with some thoughts on the valuations, ROICs and the rising capital intensity of the formerly capital light tech companies (link in bio)
$GOOG $MSFT $META
Duas coisas que eu sempre falo:
1) Não existe múltiplo, indicar ou métrica absoluta, todos têm que ser contextualizados para cada empresa individualmente;
2) Ter sucesso no mercado de ações não é sobre seguir as médias, mas sim encontrar as excessões.
This thread, aggregating the top 20 suggested "50x" stocks near the top of the bubble, circulates once every quarter.
I started tracking them, as a portfolio, since inception, and the results speak for themselves.