Shared on02 Oct 25Fair value Increased 5.86%
“Overextended Valuations” → Reflects the current price (~$235) significantly exceeding both fundamental fair value ($188) and conservative intrinsic value ($150), with an earnings yield now below the 10-year Treasury.
Shared on20 Nov 24Fair value Decreased 88%
jaikhom made no meaningful changes to valuation assumptions.