Hot Takes! (this is the Hot Takes thread)

[LifeOfDreamer]

and I was banned from Saul’s board for questioning valuations too much.
ok.

My take on Valuation

Continuing the discussion from Bear's Portfolio through 05/2024: I wouldn’t mind a (brief) discussion about valuation…I’d actually love to know how others think about it. For myself, I think this sums it up: Another example: CRWD is a $78b company right now. Let’s imagine the best couple years we can dream of. Let’s say they grow their ~$3.1b annual revenue by 30% this year and next. They’d have about 5.2b in revenue. Let’s say they somehow have a 40% margin (FCF or net income…bottom li…