Subject: Re: Bubble Watch
Panatir is pretty crazy, the PE isn't what I look at (their business is still in the scale up stage); its the P/S, TTM their revenue is $3.89B - yes its growing at 40% - nice; but to pay 100x (or more) for that growth seems excessive.

That said, that isn't IMO proof of a full bubble - at least not one that can be compared to the .COM market of 25 years ago.

TSLA is its own beast - it has traded at elevated levels for 10 years, I don't think today's valuation is actually outside of that historical range.

tecmo
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BTW: Thanks for the link; these are useful datasets to have bookmarked.