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so who's going to take it on the chin first when a market retreats the highest valuations get corrected first yep and the the ones that might be the lowest will lose the least because i mean if you compress to three times four times five times your sales people are going to be like huh there's no compression left that's actually a buy so that's all this is is just reversion to the meme
so who's going to take it on the chin first when a market retreats the highest valuations get corrected first yep and the the ones that might be the lowest will lose the least because i mean if you compress to three times four times five times your sales people are going to be like huh there's no compression left that's actually a buy so that's all this is is just reversion to the meme
if i were to mention palantir has the highest price to sales ratio we've ever seen right i think it was something like 80 at the peak 70 or 80 price to sales ratio incredibly high
palantir is a great company they have great products i think they were growing 30 or 40 percent year over year if i remember correctly on a two or three billion dollar run rate so this is a legit company alex carp is just goat level ceo they're doing important work in the world but sometimes a stock becomes a meme stock
when we went to um Samsung and some of those plac and said hey would you sponsor this and they're like well how many people read it and it's was a quar million people a month and they're like oh my God we don't it's too small or whatever and I said yeah but these people all own 3.5 phones currently