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by danielmarkbruce
1120 days ago
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Competition drives numbers. Nobody mentioned cool or anything like it. You are grasping at straws. Those numbers are my estimates. I don't own the stock. I don't think it's a great buy. They do illustrate that the situation isn't detached from reality. People who own it aren't idiots, they are just a little more optimistic than I am. A little more optimism on margins (which may be warranted) and market size and it starts to look good. Just increase my 3 assumptions 20% each and it goes to $2.5 tril instead of $1.5 tril, ie ~10% return. Doesn't need 2x, 3x or anything of that nature. |
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