Tipper @TipperJP

Joined May 2024

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Tipper @TipperJP

22 hours ago

@DeItaone

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Tipper @TipperJP

22 hours ago

@traderpodcaste

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Thierry from arvy 🇨🇭 @ThierryBorgeat

2 days ago

The math behind a 10x sales valuation. A stock at 10x sales is asking investors to bet on one specific outcome: that revenue grows fast enough, at margins high enough, for long enough, to make the price look cheap in hindsight. The math, roughly: For a 10x sales stock to deliver 10% annual returns over the next decade, while reverting to a normal 3x sales multiple, revenue needs to grow roughly 8-fold. That's ~24% annual growth, every year, for ten consecutive years. Not impossible. But here's the catch. McKinsey's "Ten Rules of Growth" study found that only 1 in 8 large companies sustains even 10%+ revenue growth for a full decade. The base rate for sustained 15%+ growth is closer to 1 in 30. The intersection of high growth and high margins is tinier still. The market is currently pricing roughly half the S&P 500 as if it will be that one in 30. The base rate is around 3%. The price assumes more like 50%. A bubble doesn't have to break. It just has to revert to the base rate. That's all bubbles ever do.

Thierry from arvy 🇨🇭 @ThierryBorgeat

3 days ago

51% of the S&P 500's market cap is in stocks trading above 10x sales. Half the index. In 2002, after Sun Microsystems crashed 90%, CEO Scott McNealy famously said this about his own stock at 10x sales: "At 10x revenues, to give you a 10-year payback, I have to pay you 100% of

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Tipper @TipperJP

2 days ago

@hkuppy Short 🙋

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Tipper @TipperJP

2 days ago

@WarrenPies @ptuomov You are taking idiosyncratic estimates as if there is unlimited GDP “pie”. Not enough pie 🥧 Mr Pies. A ton of negative regression required…

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Tipper @TipperJP

2 days ago

@WarrenPies “Not enough pie 🥧 “ @dampedspring

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OptaSTATS @OptaSTATS

2 days ago

Jacob Misiorowski of the @Brewers has a 0.20 ERA over his last 7 starts (1 ER in 45.1 IP). That's the lowest ERA by any MLB pitcher over a 7-start span (min. 30 IP) since Bob Gibson from June 6 to July 6, 1968 (0.14).

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TheTruth @TheTruth8240

3 days ago

Stephen A Smith DESTROYS Lebrons GOAT Case "He played 23 years,he still has 2 less titles than Michael Jordan, Michael Jordan played all 82 games 8 times, how many times did Lebron do it?, Michael Jordan is a 10x Scoring Champion, how many times did Lebron do it?, Michael Jordan is 9x All Nba defensive player, how many times did Lebron do it?, theres nothing to discuss. Michael Jordan averaged over 30 in the postseason 7 times, how many times did Lebron do it?, theres nothing to discuss, hes approaching year 24 and still has 2 less titles" (Via The Late Run Show)

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Michael Fritzell (Asian Century Stocks) @MikeFritzell

2 days ago

From @hkuppy: "Some just think that semis are somehow special. I can assure you they’re not any more special than solar panels were. The Chinese are coming, and the glut will be legendary" pracap.com/on-semis/