Loading the Elevenlabs Text to Speech AudioNative Player...
Other recent earnings reviews to read from this season:
- Micron
- Rubrik & Oracle
- Snowflake
- MongoDB & The Trade Desk
- Sea Limited & On Holding
- Nvidia
- CrowdStrike & Broadcom
- Axon & Mercado Libre
- Coupang & Zscaler
- Nu & Cava
- Hims
- 20 more earnings reviews from this season (search by ticker).
Other recent content:
- My updated portfolio & multi-year performance vs. the S&P 500.
- SoFi Short Report Response.
- Axon Deep Dive
Table of Contents
- 1. Updated Blue Chip Comp Sheet
- 2. SoFi (SOFI) – Loan Platform Business Securitization Trigger
- 3. Uber – Supply & Nvidia
- 4. Mercado Libre – Argentina
- 5. Meta – Year of Efficiency 2.0?
- 6. Adtech – Winners, Losers & New Developments
- 7. Nvidia (NVDA) – GTC Keynote Highlights
- 8. Lemonade (LMND) – Upgrade
- 9. Macro & Headlines
1. Updated Blue Chip Comp Sheet
Notes:
- The rightmost column is a variation of Peter Lynch’s P/E growth (PEG) ratio. It uses EBIT instead of net income and two years of compounded profit growth instead of one year of growth. The lower the reading on the far right column, the cheaper the valuation for this specific metric.
- I excluded Tesla from this. Their multiple on the rightmost column would be 15.2x and would have dragged the average over 2.0x.
- The 1.63x average compares to 1.71x last time I updated this in January.
