"Agree on OBM, it looks expensive using multiple metrics. It appears that a large amount of OBM SP bloat is caused by the management premium.'
Yes true , and rightly so as under normal operational management OBM would have been broke a year ago , so many nuances in valuing a company as you implied
@Joelstar and within that valuation is managerial capability.
Managerial capability is often overlooked and I wonder as we move more into AI for doing valuations rather than just intraday trading, if AI will ever have the ability to make a valuation or be forward looking at management ability , could it be the one area where humans who can deep dive into studying a subject company's managerial ability because well....... they are also fallible humans and understand that condition so stay in front of AI ?
(20min delay)