I like the way you presented SNOW. It is expensive to me but you shared a fair view of the company and made a good point in terms of market multiple. Great arguments!
Great no hype analysis. Is there a reason for using an exit multiple instead of a terminal growth rate, since as you said, exit multiples are highly subjective
For me it's easier to conceptualize a valuation multiple rather than a rate that a company will grow at into perpetuity. No company really grows perpetually
What is the moat of this company? What is the thing that they can do that others can only hardly do ? Marketing? Data regulations that keep competitors out? I would rather buy a thematic ETF if it exists. Who knows one ? (Without spamming)
I like your channel since yesterday I watched one of your video. What I am puzzled is the your channel's name, it sucks. How did you come up with that name?
I like the way you presented SNOW. It is expensive to me but you shared a fair view of the company and made a good point in terms of market multiple. Great arguments!
Great no hype analysis. Is there a reason for using an exit multiple instead of a terminal growth rate, since as you said, exit multiples are highly subjective
For me it's easier to conceptualize a valuation multiple rather than a rate that a company will grow at into perpetuity. No company really grows perpetually
Cheers !
What is the moat of this company? What is the thing that they can do that others can only hardly do ? Marketing? Data regulations that keep competitors out? I would rather buy a thematic ETF if it exists. Who knows one ? (Without spamming)
Infrastructure is moat for sure.
Your discord link doesnt work
Try this one discord.gg/ef2paeDKBG
I like your channel since yesterday I watched one of your video. What I am puzzled is the your channel's name, it sucks. How did you come up with that name?
The idea behind the name is that diligent investing requires patience and is boring, i.e. it sucks
@@investingsucks I see
1 word: clickhouse
t