RAST
@rastapp.bsky.social
Remember what happened with the subprimes? Take a sit, we’re going for another ride
April 29, 2025 at 7:28 AM
Remember what happened with the subprimes? Take a sit, we’re going for another ride
duolingo's growth is already insane, when are they planning to calm down 🤣?
#Duolingo #IntrinsicValuation #Valuation #DUOL
#Duolingo #IntrinsicValuation #Valuation #DUOL
April 22, 2025 at 8:30 AM
duolingo's growth is already insane, when are they planning to calm down 🤣?
#Duolingo #IntrinsicValuation #Valuation #DUOL
#Duolingo #IntrinsicValuation #Valuation #DUOL
investing in 2025 be like
April 15, 2025 at 8:00 AM
investing in 2025 be like
POV: lad being fed up with the current stocks valuations
April 1, 2025 at 8:42 PM
POV: lad being fed up with the current stocks valuations
You may be surprised, but Palantir does have other customers than the US government. This customer base is actually growing nicely, with a plateau that should not be coming before 2028.
#Palantir #Valuation #PLTR
#Palantir #Valuation #PLTR
April 1, 2025 at 4:03 PM
You may be surprised, but Palantir does have other customers than the US government. This customer base is actually growing nicely, with a plateau that should not be coming before 2028.
#Palantir #Valuation #PLTR
#Palantir #Valuation #PLTR
Looking forward to seeing how Roblox's valuation will reach even more crazy levels. Roblox would need to have a 30% profit margin to justify its current market cap. Its best profit margin so far has been... -25%.
And yes, this is all considering the best possible growth scenario
And yes, this is all considering the best possible growth scenario
April 1, 2025 at 3:59 PM
Looking forward to seeing how Roblox's valuation will reach even more crazy levels. Roblox would need to have a 30% profit margin to justify its current market cap. Its best profit margin so far has been... -25%.
And yes, this is all considering the best possible growth scenario
And yes, this is all considering the best possible growth scenario
February 26, 2025 at 3:15 PM
affirm's 'buy now, pay later' motto is thriving. Good for them, but bad for people's wallet in the long-term.
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
February 26, 2025 at 12:45 PM
affirm's 'buy now, pay later' motto is thriving. Good for them, but bad for people's wallet in the long-term.
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
and they are not slowing down any time soon :(
#affirm #intrinsicvaluation #valuation #afrm #$afrm
People got a bit too excited about Spotify's valuation: it would need to have a 50% gross margin to justify its current valuation.
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
February 7, 2025 at 8:38 AM
People got a bit too excited about Spotify's valuation: it would need to have a 50% gross margin to justify its current valuation.
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
Subscribers would need to listen to a whole lot more of Joe Rogan instead of Taylor Swift for that, which is unlikely
#valuation #InstrinsicValuation #Spotify #Rogan
Me every time I try to recall a company’s ticket symbol
January 22, 2025 at 11:43 AM
Me every time I try to recall a company’s ticket symbol
January 21, 2025 at 6:44 PM
Is the new Switch going to follow the same S-Curve?
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
January 21, 2025 at 7:26 AM
Is the new Switch going to follow the same S-Curve?
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
Buckle up - it’s been quite a ride.
#Nintendo #Switch #Switch2 #Valuation
Jira sucks. But Atlassian is working on it. And shareholders like it.
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira
January 20, 2025 at 9:42 AM
Jira sucks. But Atlassian is working on it. And shareholders like it.
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira
#Valuation #IntrinsicValuation #Stock #Atlassian #Jira
When a blockchain company explains its added value to the world
January 18, 2025 at 5:25 PM
When a blockchain company explains its added value to the world
January 17, 2025 at 1:41 PM
Looks like Gen Z isn’t really into Champagne
January 17, 2025 at 1:33 PM
Looks like Gen Z isn’t really into Champagne
Investors missing Tesla’s valuation because of Musk’s robots
#Tesla #Valuation #IntrinsicValuation #yessir
#Tesla #Valuation #IntrinsicValuation #yessir
January 16, 2025 at 2:49 PM
Investors missing Tesla’s valuation because of Musk’s robots
#Tesla #Valuation #IntrinsicValuation #yessir
#Tesla #Valuation #IntrinsicValuation #yessir
What I see when I read investment advices from ‘experts’ on bsky
January 15, 2025 at 1:31 PM
What I see when I read investment advices from ‘experts’ on bsky
January 14, 2025 at 10:54 AM
Is Cloudflare overvalued? Yes it is, massively.
But is the hype going to last? Well, it probably will, given that their paying customers are growing faster than your 10 year old son.
#Cloudflare #Valuation #Instrinsic #Tech #Hype
But is the hype going to last? Well, it probably will, given that their paying customers are growing faster than your 10 year old son.
#Cloudflare #Valuation #Instrinsic #Tech #Hype
January 14, 2025 at 10:38 AM
Is Cloudflare overvalued? Yes it is, massively.
But is the hype going to last? Well, it probably will, given that their paying customers are growing faster than your 10 year old son.
#Cloudflare #Valuation #Instrinsic #Tech #Hype
But is the hype going to last? Well, it probably will, given that their paying customers are growing faster than your 10 year old son.
#Cloudflare #Valuation #Instrinsic #Tech #Hype
Coinbase's userbase is not following the BTC's hype as it used to. Is it going to catchup soon?
Let's see on February 8 for Coinbase's fourth quarter financial results.
#Intrinsic#Valuation#coinbase#bitcoin
Let's see on February 8 for Coinbase's fourth quarter financial results.
#Intrinsic#Valuation#coinbase#bitcoin
January 9, 2025 at 4:41 PM
Coinbase's userbase is not following the BTC's hype as it used to. Is it going to catchup soon?
Let's see on February 8 for Coinbase's fourth quarter financial results.
#Intrinsic#Valuation#coinbase#bitcoin
Let's see on February 8 for Coinbase's fourth quarter financial results.
#Intrinsic#Valuation#coinbase#bitcoin
Netflix's shares are immensely overvalued: to justify its price, it would need to boost its net margin to 45% (currently at 20%).
But hey, the user base is still growing, so the hype train might keep rolling for a bit longer :)
But hey, the user base is still growing, so the hype train might keep rolling for a bit longer :)
December 16, 2024 at 2:12 PM
Netflix's shares are immensely overvalued: to justify its price, it would need to boost its net margin to 45% (currently at 20%).
But hey, the user base is still growing, so the hype train might keep rolling for a bit longer :)
But hey, the user base is still growing, so the hype train might keep rolling for a bit longer :)
Is Netflix overvalued? Yes it is. But hey, with its predictable growth, the hype will probably keep going for a bit longer.
#Netflix #and #chill #valuation #growth
#Netflix #and #chill #valuation #growth
December 16, 2024 at 12:31 PM
Is Netflix overvalued? Yes it is. But hey, with its predictable growth, the hype will probably keep going for a bit longer.
#Netflix #and #chill #valuation #growth
#Netflix #and #chill #valuation #growth
