TheCatalyst

Finding Compounding Machines

[TheCatalyst @DaCatalyst]

@wealthmatica What is the ROAS for $RDDT

[TheCatalyst @DaCatalyst]

@JohnTinsman Outside of $META it’s hard to predict the future earnings or the others so the forward pe is gonna look low. Not saying they can’t grow that fast but recency bias is a real thing with analysts.

[TheCatalyst @DaCatalyst]

@NetWorthNotes $MELI and $NU

[TheCatalyst @DaCatalyst]

I can't believe this company trades at 9x earnings. $KSPI

[TheCatalyst @DaCatalyst]

@BourbonCap $META>

[TheCatalyst @DaCatalyst]

@Muzzlebuster This is by far the best article I have ever read about $MELI's valuation. Great work.

[TheCatalyst @DaCatalyst]

@ariaradnia Historical averages for multiples don’t matter imo. The multiple should go up or down based on future growth and moat

[TheCatalyst @DaCatalyst]

@DoucheBag168 @nailbiting4fun I think it was overvalued at ipo and has been undervalued since and especially now

[TheCatalyst @DaCatalyst]

Yes $GRAB is terrible. Growing top line 20%+ with insane operating leverage.

[Douche Bag @DoucheBag168]

I'm very close to taking a loss on $GRAB - likely one of the worst stocks I've held. What an absolute POS

[TheCatalyst @DaCatalyst]

$GOOGL and $META should both cancel their dividend.

[TheCatalyst @DaCatalyst]

@HiddenGemsInves You are right but there is still opportunities in mega cap stocks, there is less of them but they exist.

[TheCatalyst @DaCatalyst]

@nailbiting4fun @DoucheBag168 Because it was overvalued before and i believe it is undervalued now

[TheCatalyst @DaCatalyst]

@Polymarket What does that even mean

[TheCatalyst @DaCatalyst]

So is $META raising equity or not?

[TheCatalyst @DaCatalyst]

@StockSavvyShay @FuturumEquities $META at 16x is so funny to me

[TheCatalyst @DaCatalyst]

@TheRayMyers $GRAB and $SE are definitely undervalued.

[TheCatalyst @DaCatalyst]

@TheRayMyers $GRAB simply because I think it is a more valuable service to SEA than $UBER is to any of its regions. $GRAB also will have more eps growth.

[TheCatalyst @DaCatalyst]

@CarsonTalkMoney $KSPI

[TheCatalyst @DaCatalyst]

@BourbonCap $MELI and $GRAB as well

[TheCatalyst @DaCatalyst]

$KSPI has an incredibly deep super app with so many services.

“With the Kaspi Super App, consumers can shop online with fast, and in most cases free delivery, find and shop at local merchants, purchase groceries with our e-Grocery service, book travel and holidays with Kaspi Travel, pay with Kaspi QR throughout Kazakhstan, shop with our BNPL products, purchase and redeem gift certificates, pay their household bills, receive consumer and car finance, and save for the future with our deposit products, among other services. With integrated Government Services, consumers can also access digital documents, including their passport, renew their driving license, transfer car ownership and complete car registration, register businesses, pay taxes, apply to register a marriage and obtain a birth certificate, amongst other government services.”