1/29/25 - $now - Valuation is... silly >$1k

1/29/25 :: VROCKSTAR :: NOW
Valuation is... silly >1K

- 20x ev/ sales for 20% sales growth, really anon?
- participated on the B2B pump y day "the next rotation into cheaper AI benefits software" -> that's a low order of thinking though. a. obvious, b. valuation matters and c. benefits won't accrue to just the big guys -> if anything they accrue to smaller players disproportionately w/ inability to partner/ spend as much $
- but back here
- listen. great co. great chart.
- but seeing MANH (a crappy PLTR from what i can tell) do the crap walk into EPS, i just see scenario where any hiccup on growth sends this -10 or 15%.
- so am i short it? maybe, maybe not. it's a hedge... let's say. for my exposure on UBER, meta... evaluating the others tn MSFT (probs sidelines for me), and tsla... god knows - earnings there r spinning the wheel of how-lucky-do-u-feel, probs a "beat".
alas.

gl to all. but 70x PE for low 20s EPS growth, anon, you could do a lot better and stop following the guys shilling you their bags. 2% fcf yield? okay. enjoy. hope you have a nuanced view if you're long this into print and coming months. V thinks... lower

V