Lambo 📈💰

On the hunt for 10 baggers

[Lambo 📈💰 @Lambo_Invests]

$AMZN looking very cheap right now. Trading at a P/OCF multiple of 16 which is well below the 10 year median of 25. If they can continue to grow OCF by +20% per year then we could see some great returns over the next 5 years. Who’s buying at this price?

[Lambo 📈💰 @Lambo_Invests]

On paper, $MU looks like the best company out there:

- Revenue exploding
- High margins
- Low debt
- Substantial FCF

It’s just too fast, too soon for me. Who knows how sustainable this is and what memory sales will look like in the future. Who’s buying the recent correction?

[Lambo 📈💰 @Lambo_Invests]

@freedombill3 That is the golden question we are all asking. Is this capex spending going to result in future FCF growth. It does make me nervous now that they are FCF negative, as they will need to issue debt or dilute shares to raise more capital. We will see how this works out.