XJO 0.24% 8,140.9 s&p/asx 200

07/03 Week, page-269

  1. 2,922 Posts.
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    quality of a company has nothing to do with valuation. they are the best companies in the world, and also severely overvalued. not all the mega cap tech are comparable to dotcom, but some are worse than dotcom (like nvidia).

    small/mid cap tech bubbles have popped already, and also some large caps like square/zoom. its just the mega caps awaiting pop.
    Last edited by chad987: 12/03/22
 
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