AL
AlexLovell
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Member since 2019
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Early mover in a fast growing industry. Likely to experience share price volatility as they scale
$RKLB Investment Thesis: early mover in a fast growing industry. Likely to experience share price volatility as they scale $RKLB is a top play for exposure to a vertically integrated space company; a lot rides on the success of the Neutron rocket The Bull Case: Neutron Unlocks Scale The current Electron rocket gives $RKLB a reliable, high-cadence launch with a track record (74+ flights) and market credibility.Read more
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AL
US$16.25
318.8% overvalued intrinsic discount
Fair Value
Profit Margin
17%
Future PE
50x
Price in 2030
US$23.36
Great Stock, overvalued
Palantir has a lot of potential but the current valuation already prices this in (and more). P/E Ratio: Current P/E ratio of 237.8 isn't sustainable.Read more
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AL
US$13.25
866.5% overvalued intrinsic discount
Fair Value
Revenue
16.79% p.a.
Profit Margin
20%
Future PE
45x
Price in 2029
US$19.46