4min chapter

The Compound and Friends cover image

What's Really Going On At Goldman Sachs?

The Compound and Friends

CHAPTER

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

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode