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Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
Forward Guidance
Valuing High Growth Stocks
Valuing high-growth stocks involves considering various factors such as earnings growth, price to earnings ratio, price to sales ratio, and competition. For instance, valuing Nvidia based on its price to sales ratio is preferred due to its unsustainable gross profit margin and competition. Despite Nvidia's significant revenue growth, it is crucial to acknowledge the potential slowdown in the future and the need to grow into its current valuation. While currently, the valuation may not be a concern, the future impact of competitors like Facebook or Google reallocating their chips could lead to a significant downside for Nvidia.
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