Since hearing that @SJCapitalInvest is leaving us I coded a desktop app that read all of this articles. So far it has an asymmetric stock screener, a matrix visualizer and built in gemini pro research prompts.
@SJCapitalInvest hey, any parting thoughts on using EV/Sales-to-Growth Ratio (EVSG) in addition to just EV/Sales? Now you can calculate a premium/discount score on valuation based on EVSG compared to peers. Example below showing big discount for $lpth
We rarely appreciate all that our enemies do for us.
They test us and make us stronger.
They exploit our flaws, motivating us to correct them.
They show us what we do not wish to become.
So many memorable lessons.
What fine teachers our enemies are.