McBokonon
Footballguy
I'm not saying valuations aren't a little crazy but if you believe we're in the very beginning of a new industrial revolution like I do, don't sweat it so much. I'd buy DOCU at a billion X sales right now because in ten years that's the only way we're doing anything (just an example.)
Buying tech growth with that thesis (if you believe that thesis) makes traditional ways at evaluating companies pretty much useless. I'm still not buying $SNOW but CRWD, U, SQ, absolutely. Give me more. That's the world in 10-20 years.
Buying tech growth with that thesis (if you believe that thesis) makes traditional ways at evaluating companies pretty much useless. I'm still not buying $SNOW but CRWD, U, SQ, absolutely. Give me more. That's the world in 10-20 years.
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