VIMMS's Discussions - Simply Wall St

VI

VIMMS

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Basking in the glory of my own illusions.

https://groups.google.com/u/1/a/vimms-capital.com/g/vimms-capital-updates/about

PLTR·8 months agoA $1T Company In The Making

the short term impacts the current PE. We are talking about the future PE 10 year down the line.

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TSLA·about 1 year agoTesla's Future Valuation Soars with 35x PE by 2030?

not only are the numbers way beyond optimistic, the biggest risk for TSLA will be Elon Musk himself burning bridges all over the world with his politics.

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PLTR·about 1 year agoA $1T Company In The Making

don't you think the future PE of 321x earnings is excessive?

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ZM·over 1 year agoCustom AI Companion May Boost Productivity But Faces Adoption Uncertainties

I would think between 37 - 70 range. I expect revenue to grow 3-4% annually with 20-25% operating margins.

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ARM·over 1 year agoPatent Expirations And Competition May Limit ARM’s Market Share

is there any disclosed lock in period for Softbank? also has ARM announced any share buy backs so far?

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ZM·over 1 year agoCustom AI Companion May Boost Productivity But Faces Adoption Uncertainties

Key concern with Zoom is - extremely high SBC which dilutes the shares by nearly 5% every year. - it is not clear what they are trying to do with the high cash and cash equivalent they are sitting on today.

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