@ohnonotcameron @auer_trist24737 Exactly, it’s just that, an extreme anomaly as the earnings base of Towa can grow enormously still, naturally not to the absolute amount of a BESI, however extreme relative growth for Towa still, hence deserving a multiple which proxies for this extreme growth potential & moat.
@ohnonotcameron @auer_trist24737 Yet it’s not, compare it against its peers on both a multiple basis & YTD / 1Y increase basis, severely lagging on both dimensions. Further, earnings can increase dramatically upon HBM growth, which, in my opinion, is heavily, heavily (!), discounted in its current valuation.
@ohnonotcameron @auer_trist24737 They’re doing more than just compression, take a deeper look, they’re structurally equipped to benefit disproportionally from an increase in both volume & complexity within this & upcoming cycles.
@PepInvestStocks $SMHN is an incredible buy at low 20’s PE, expecting it to double, which would still make it undervalued, in a very rapid pace this year.
@w1zar9 You’re playing with 4K lol, don’t worry ‘bout it - aim for the sun, land on the moon & all, whatever is in between with this amount of money invested doesn’t matter
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