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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Index Investing
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Author: tecmo   😊 😞
Number: of 291 
Subject: Re: Bubble Watch
Date: 11/11/25 8:47 PM
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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
...

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

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This community has written 287 posts about Index Investing. The article-length ones it recommended most:
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