Yeah P/E is high, margins are a risk, it is true. But revenue is compounding, moat is real, and hospitals can’t switch. 2x upside isn’t a moonshot, it’s solid risk/reward if they execute

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They have a really high P/E and F P/E for a non-tech company with a lot of margin threats as you pointed out. I'm not seeing what you think the potential upside is here? 2x at most?

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I'm a fundamental trader, focus on p/e forward earnings, measurable results. I'm just here to try to better understand the more emotional side of things. I'm terms of my bets there's things I saw well in advance like amd and tsmc but didn't go big enough on but subsequently the p/e on Intel was investable for the last 5 years up until it suddenly wasn't. Until I understand the numbers behind Intel destroying itself I'ma stay small time.

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The craziest thing about this GOOGL 100%+ run is that it is still not really overvalued at all. Forward P/E not that different than the S&P500 average

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https://preview.redd.it/dp1sw55m394g1.jpeg?width=1170&format=pjpg&auto=webp&s=17ced9bee94fac8fa6842037c4514757c8292ab0 e: downvoted for quoting the article the commenter didn’t bother reading 🤣 folks so salty gotdam

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That shit is gonna come down so hard one day and burn a lot of people 3000 p/e is not healthy to say the least

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The parents are going to hell. H, E, double hockey sticks.  Tough conversation to have. 

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Crypto bois wanted a bigger bounce e

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Never underestimate how cheap a 30 P/E ratio is for GOOGL when Costco is 50

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Oh hell yah. That's gratifying. Had a lot of affection for that first ship and went to a couple of reunions 20 or so years later. Our captain was there, and he was the coolest. The SOB E-6 never showed, fortunately.

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