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Robert Profile picture
Robert
@Robert46989257
Method to the Madness. The Art of Valuation. Drastic. Sarcastic. Political incorrect. Invest Therapist & Buffett Evangelist. Value Zealot & TSLA/ARKK Exorcist.
David Profile picture 1 subscribed
Jan 7 • 6 tweets • 4 min read
we are so back. i feel like 24Y younger. thx Mr. Huang. #Rejuvenation

"We're using GP multiples because many of these names are FCF negative or just breakeven"

$NVDA $TSLA $ARKK $PENG $KABOOM $NOW $MPWR $SNPS $CDNS $PODD $ARGX $AMD $ANET $GFS
Image $DOCU
growth clearly slowing down in a big way.
1.3 billion sales
7.9 MILLION "earnings"

to become an owner of this 7.9 million earnings you have to pay only 11 billion per fridays mcap.

imagine. this was 300$ a share. and its still going down another 70-90%

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Dec 26, 2022 • 4 tweets • 2 min read
RE is problematic. much money is tied up there. much is financed. Real Estate takes a big chunk out of household expenses.

RE is priced now like New Economy in 1999. Expected yield is 1-2%. lol. PE of 40-50. We going Japan. 30-40Y NOTHING. table with real rates. RE has the same mathematics EVERYWHERE. Longterm RE CANT grow/yield higher then REAL INCOME of the ppl. Central banks let this happen. RE is burned next for many y.

OR we get a big crash. BOTH is bad. #jail @lagarde

disposable income, profits, economy. RE hits everything