@jpinsights Maybe this is why he gets clowned. His fund shut down because of non performance. His track record past his claim to fame is a hot pile of steamy 🗑️. Imagine being down 40% from 2022-2025 😂
@multibaggermind@wealthmatica Comparing to a company selling a physical product like car or robot in volume is just stupid, but if you want to go there, compare P/E or FCF. How much money are they making is kind of important no?
@TrentNorris13@InvestWithFelix The chart is simply washing out retail idiots whose attention span is 8 seconds and only see the headline of a topline miss and immediately start crying. This creates asymmetry for those actually paying attention
@dividendology Yes. This is what happens when you print $ like 🧻. It goes two places. 1.) it gets spent 2.) It seeks yield. Both of these together = asset prices go up.
@ChetSucks@LynAldenContact@Mayhem4Markets Because the majority are easily scared out of their position given they don't understand what they bought in the first place. This creates opportunity for those that do
@DdEmerging at 90 is forward P/E of 50 and forward PEG at 1.3 at a modest 50% growth next year (they mentioned targeting 100% growth in 2027 on the last call). At 90 it's deep value territory compared to any other software company including legacy mature players like MSFT.