October 2022 Portfolio Update: $115,500
Are the denominators forward looking in these valuation calculations?
I prefer to use these valuation metrics... EV/fwd gross profits and EV/fwd gross profits/fwd growth rate.
They are forward looking
NTM in the images stands for next twelve months
Unfortunately some of these valuations are still insane, like SNOW. The companies could grow into the valuations if everything and really everything goes right.
You might be right, but given their growth prospects I’m comfortable with the valuation
Are the denominators forward looking in these valuation calculations?
I prefer to use these valuation metrics... EV/fwd gross profits and EV/fwd gross profits/fwd growth rate.
They are forward looking
NTM in the images stands for next twelve months
Unfortunately some of these valuations are still insane, like SNOW. The companies could grow into the valuations if everything and really everything goes right.
You might be right, but given their growth prospects I’m comfortable with the valuation