This is a short weekly email that covers a few things I’ve found interesting during the week.
Exponential growth vs valuations matter. Four most expensive words, this time is different. NVDA at 28.5x revenue. Doesn't seem like the best buy.
I believe Germany, in a couple of years, will become a case study on energy absurdity! It´s just incredible the amount of absurd things they are doing.
Thanks for your Ferg´s Finds
Exponential growth vs valuations matter. Four most expensive words, this time is different. NVDA at 28.5x revenue. Doesn't seem like the best buy.
I believe Germany, in a couple of years, will become a case study on energy absurdity! It´s just incredible the amount of absurd things they are doing.
Thanks for your Ferg´s Finds