The Compound and Friends cover image

What's Really Going On At Goldman Sachs?

The Compound and Friends

00:00

The Price to Sales Ratio for Nvidia

Kai Wu's research is like, I don't want to disrespect anybody and say he's number one, but man, he's in my top three. It's just so digestible. He should be bigger. Let's get him back on the show. Chart back on, please. All right. So again, we're looking at the price to sales ratio. The problem with companies trading at 40 times sales is if Nvidia doesn't get to 300 billion or 200 billion, or wherever the number is, this stock is just pricing in all of it. Otherwise, the stock's going to get smoked. A lot of these companies were barely profitable or it took a really long time to

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app