Often readers of our substack ask us how we “value” companies, figure out risk reward and identify stories that make sense. Momentum stocks with good fundamentals trade at price to sales ratios from 10-60x sales! That is an art not a science hanging tough in these names during corrections. Equally many cannot possibly be justifiable longs based on cash flows even out a bunch of years. Some, however, can. The trick is knowing if you are playing growth at a reasonable price or greater fool.
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