What a poor comparison.
Four established businesses that are not experiencing growth anywhere near the same level. People pay a premium now because they don't know where the growth will lead.
If Afterpay matches the experiences here, the US market is 15x the size of ours. That puts the current PE at 6.6. Thing is, Afterpay is still in speculation mode, the others are in predictable mode.
Very different and if this guy is 'well respected' and posting poor comparisons like this, I'll be sure to avoid Vertium.
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