PNV - Banter and General Comments, page-8409

FLIESH awake and doing some general non PNV specific research. My research will not be of any use for day traders but LTHs.
Many investors may find it difficult to justify paying current sales multiple for the company. In my opinion it is important to understand what stage the business is in. Let's say we are looking at 1 - introduction to the market and 2 - hyper-growth. At the introduction stage investors should have the investment timeframe of up to 20 years and hyper-growth up to 10 years as a guide. Many investors should concentrate on the market cap and understand the power of compounding.
The math is simple
At slightly above 25% CAGR company will grow its revenue 10x over a decade. Apply 35% you get 20x while 40% will give you 30x the revenue in a decade.
Other things to consider
low debt
sustainable cash flow
history of launching new lines of product or business
quality and track-record of leadership
Many investors who can grasp these things and demonstrate patience & ignore the white noise may end up with quality multi baggers in their portfolios over time.
FLIESH out and back to sleep