I don’t want this to turn into an OT podcast thread but this is very on topic IMO.
David Gardner and Jim Mueller (TMF1000) discuss how “Overvalued” Netflix, Salesforce, Mercado Libre, Intuitive Surgicla, and The Trade Desk were by traditional metrics when they were originally recommended and how they have performed since.
Most of the companies we discuss are considered to be overvalued as well. Especially in terms of Price to Sales.
Key themes:
1.Innovative companies
2.Mostly Founder-led
3.Mostly subscription software revenue
4.Breaking into and changing markets that had much larger, more established “leaders” that should have crushed them.
https://www.fool.com/podcasts/rule-breaker-investing/2019-07…