Sandeep Verma

[Sandeep Verma @S4Sandeep]

@KrisPatel99 Not cash I believe, earning interest, they can't invest whole money into SPY, its insurance float, have to have liquidity to handle crisis, we don't have any shortage of crisis lately.

[Sandeep Verma @S4Sandeep]

@DegenLaneCap Not necessarily !

[Sandeep Verma @S4Sandeep]

@AKWilk showing under paywall now :(

[Sandeep Verma @S4Sandeep]

@ANI Yup , can’t have judge of his choice , only BJP’s choice

[Sandeep Verma @S4Sandeep]

@PronkDaniel They own energy, lot of energy !!! Many other hard assets.

[Sandeep Verma @S4Sandeep]

@JonahLupton But $MELI being LATAM business, can it continue to trade at premium or get Amazon like multiples , if growth slows down in future the multiples will also collapse.

[Sandeep Verma @S4Sandeep]

@patientinvestor Doesn’t sound very good for margins !!!

[Sandeep Verma @S4Sandeep]

@maorshlomo 🙋‍♂️

[Sandeep Verma @S4Sandeep]

@AdeParimal @grok : Summarize

[Sandeep Verma @S4Sandeep]

@Kross_Roads Do remember, that they will go private if the continue to buyback !!!! The fall may be blessing !!!!

[Sandeep Verma @S4Sandeep]

@ryanhallyall @grok : how bad does it look for Indianapolis area ?

[Sandeep Verma @S4Sandeep]

@oguzerkan Now do calculation using EV.

[Sandeep Verma @S4Sandeep]

@Kross_Roads He keeps hating because he was so wrong on Fiserv that he wants to balance it by claiming that he was so right on PayPal.

[Sandeep Verma @S4Sandeep]

@DaaruBaazMehta @aajtak , @anjanaomkashyap

[Sandeep Verma @S4Sandeep]

@Kross_Roads small business struggling.

[Sandeep Verma @S4Sandeep]

@Kross_Roads Seems structural :

https://t.co/omtzEk3xgM

[Sandeep Verma @S4Sandeep]

@QualityInvest5 Uber is easy to disrupt , Lyft is in all major cities, imagine if Tesla or Waymo acquire Lyft at throwaway capital. They will get automation and Lyft resources as well, just a random example.

[Sandeep Verma @S4Sandeep]

@patientinvestor Pfizer and NVO has same PE ratio for 2029. Obesity market will still continue to grow by double digit after 2029.

[Sandeep Verma @S4Sandeep]

@patientinvestor Zero growth for foreseeable future , $NVO is growing EPS by 20%, available at more than 3% dividend Yield and growing dividend.
PEG is now at 1 for $NVO.

[Sandeep Verma @S4Sandeep]

@amitisinvesting $NVO , Very hard not to grow less than $15%-20% profit.