Edwar

[Edwar @Edward13T]

@SayNoToTrading @VegNews Correlation does not mean causation mate. You can't link personal anecdotes like that, I did not take creatine that day, I felt better, so creatine is not optimal.

No, just no. Creatine is the most studies supplement, with actual randomised controlled trials proving that.

[Edwar @Edward13T]

@qualtrim Another fun fact, Visa pays less incentives for entities and institutions to use their cards.

Meaning it is more efficient.

[Edwar @Edward13T]

@anonmoneyguru @stonkmane69 @oguzerkan Your own photo shows it was trading for a a PE over 200.

What is microsft and meta trading at right now?

[Edwar @Edward13T]

@SayNoToTrading I know damn well you are so busy now buying pre market

[Edwar @Edward13T]

@Vince85623723 @AdityaInvests90 @brent_e_trader Literally someone told me this when micron was trading at 13 forward pe, but then it ran more than 200%.

Reality of the matter, this cycle was differently different. I am not sure if it is still a super cycle, but if I have to guess, it still is.

[Edwar @Edward13T]

@NotA_Bull It's around 34×TTM after adjusting for Anthropic.

[Edwar @Edward13T]

@WillBiddy_ Both are great companies, but dig into Chris Hohn's philosophy and you will understand why he chose Google again.

[Edwar @Edward13T]

@Jeff28023 @Dr_Crossroads Based on what you are saying that would be bullish actually. They would use current compure and sell the excess - then they will reduce capex massively next year.

Free cash flow will explode again and earning per share where eventually be much higher due to less expenses.

[Edwar @Edward13T]

@WillBiddy_ Curious, what is your annualised return?

[Edwar @Edward13T]

@SamuelWarmerdam @ariaradnia Companies can grow into their Valuation especially if they are high growt. SPGI is not high growth but it is a compounder, if it is not disrupted by AI, it will usually grow into their Valuation even if it become 30

[Edwar @Edward13T]

@SayNoToTrading @alc2022 How do you decide that a PLTR is a good buy at this price? Is it mainly quality ignoring valuation? Or is it qualitative assessment such as assuming that IGV inflows are the reason behind the selling them? Or is it mainly the chart?

[Edwar @Edward13T]

@bluewolfpack1 Red markets really do make you happy

[Edwar @Edward13T]

@bgcss12 @GrindeOptions Depends how do you look at it. This company is after sticky-long lastin contracts. They spend on marketing massively. Their fcf is immaculate

They are executing and their fcf is in the high 20s when you include SBC. It is a good business, with more risk.

[Edwar @Edward13T]

@SayNoToTrading Start a hedge fund

[Edwar @Edward13T]

Well, you can identify moats within tech companies if you dig deep enough. Yes it is harder, and, the moat my erode with a specific technological disruption. However, it appears that tech companies who are already in contact with customers can find a way to adapt and adopt whatever the disruption is and benefit from it.

Clear examples (Google, Amazon).

If you dig deep enough into those businesses, you can sense something irreplaceable. Not a spectic thing in the business, but the expertise, the cash, the culture to shift.

[Edwar @Edward13T]

Why would we use p/opc? Most of the OCF generated is a product of heavy spending. We cannot ignore the capex and. assume growth is free.

In my opinion, price to earning ratio is slightly more accurate but still depreciation is lagging
Most of that capex is for leases/gpus that are short lived.

[Edwar @Edward13T]

@ariaradnia Joseph.

[Edwar @Edward13T]

@SayNoToTrading @FinanceJack44 Can you tell me why fundamentally? Or is it just technically? You are not a trader tho.

[Edwar @Edward13T]

@GrindeOptions - Meta (I can't even believe they still hold 41% operating margin with all of these expenses)
- Mercado Libre
- Amazon (only very cheap if you are 3+ years investors)
- Microsoft

[Edwar @Edward13T]

@GrindeOptions Chances of a rate cut are even lower after today's job results. A rate cut is very important to Sofi as the main growth driver is lending, while the other segment showed notable slowing.