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[灌水] fsly - buyable dip tomorrow?

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发表于 2021-2-17 09:41 PM | 显示全部楼层 |阅读模式


earnings ok but guidance is weak so down in AH.
发表于 2021-2-18 12:54 PM | 显示全部楼层
本帖最后由 Pinterest 于 2021-2-18 12:56 PM 编辑

I read the transcripts. I thought the earning was very bad. Its revenue growth rate reduces to 30% if removing $6mil from one time charge from the revenue.  It is over valued with p/s = ~40,
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发表于 2021-2-18 01:46 PM | 显示全部楼层
Pinterest 发表于 2021-2-18 12:54 PM
I read the transcripts. I thought the earning was very bad. Its revenue growth rate reduces to 30% i ...


现在还有没有overvalue的科技股吗?
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发表于 2021-2-18 01:52 PM | 显示全部楼层
TWLO's earning was very good. Its revenue growth is re accelerated. After ER, it may go side way for awhile. Buying the dip might be a good way for getting into a position.

Disclose: I have no positions of FSLY and TWLO, and no plans to open any positions.   
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发表于 2021-2-18 02:00 PM | 显示全部楼层
本帖最后由 Pinterest 于 2021-2-18 02:03 PM 编辑
darwin 发表于 2021-2-18 01:46 PM
现在还有没有overvalue的科技股吗?


NO, but some over valued 科技股 revenues grow at 100% YoY with gross margin over 70%. If buying today and holding for 1 year, the p/s valuation will be reduced by 50% assuming the stock price keep the same without change.   

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