PE Forward VNIndex 12M

by finandlife22/06/2022 12:54

"If you do not change direction, you may end up where you are heading." Lao Tzu

Tags:

Psychology | StockAdvisory

‘What Were You Thinking?’

by finandlife03/06/2022 06:30

Scott McNeely was the CEO of Sun Microsystems, one of the darlings of that bubble. At its peak his stock hit valuation of ten-times revenues.
At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes. What were you thinking?

Tags:

Psychology

DÒNG TIỀN ĐANG ĐUỐI DẦN?

by finandlife17/04/2022 17:00

Tăng trưởng thấp hơn 13% trong 2022 sẽ không đủ để bù đắp sự tăng lên trong suất chiết khấu

FINANDLIFE

Tags:

Psychology

Margin Monitor 13/2/2022

by finandlife13/02/2022 10:04

Tags:

Economics | Psychology

TIỀN TIẾP TỤC ĐỔ MẠNH VÀO CHỨNG KHOÁN

by finandlife04/01/2022 17:22

Tags:

Psychology

DISCLAIMER

I am an Investment Manager at TOP 2 Securities Co., in Vietnam. I started working in investment field as a junior analyst at a Fund in 2007. I have more than 15 years of experience in investment analysis. I have a deep understanding of Vietnam macroeconomics, equity research, and seeking investment opportunities. Besides, I am a specialist in derivatives, ETF, and CW. This is my private Blog. I use this Blog to store information and share my personal views. I don't guarantee the certainty. And I am not responsible when the user uses the information from the Blog for trading/investing activities. If you have any questions, please feel free to contact me via email thuong.huynhngoc@gmail.com. 

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