VIMMS's Discussions - Simply Wall St

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VIMMS

Member since 2020

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Fair Values Set

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Basking in the glory of my own illusions.

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PLTR·about 1 year 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. Are you saying that they will make enough ton of money to justify the hype 10 years later as well to trade at 321x earnings?

TSLA·over 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.

Discussion·over 1 year ago

on what ground is future PE of 242 justified?

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

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

Narrative·over 1 year agoSlow growing value creator.

Still looking for reason for high valuation. My fair values comes to 130 ish.

Narrative·over 1 year agoAI Features Will Expand Enterprise Markets Despite Cloud Competition

I would think between 37 - 70 range. I expect revenue to grow 3-4% annually with 20-25% operating margins. The share dilution via SBC is one pulling down the value.

Narrative·about 2 years 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?

Narrative·about 2 years agoAI Features Will Expand Enterprise Markets Despite Cloud Competition

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. Neither a meaningful acquisition nor return of cash strategy has been envisaged. They can at least buy some bitcoin with it if they have nothing better to do with the cash.

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