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clock Created with Sketch. 24/01/25
03:26
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Originally posted by Joffrey:
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How much longer than we value our banks at these levels of valuation just to track the American markets. When Microsoft, Nvidia, Apple, Google, Amazon ect to double digit EPS growth with high ROE's, and our 'aussie banks' do their 13% ROE's and 1% profit growth. When does the reality set it that its dumb to bid up an asset price that isn't going to benefit from American tax cuts, American deregulation, and is an observant only-participant in the AI boom.
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how are your CBA shorts going Joffrey? Don’t forget to let everyone you have been shorting since CBA hit $130. Ouch!!!
(20min delay)