Forward Guidance cover image

Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

Forward Guidance

00:00

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.

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