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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: robert b furman who wrote (5808)7/7/2020 12:19:27 PM
From: The Ox1 Recommendation

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TSLA price to cash flow of 25x. AMZN at 23. NVDA at 38!! Compare to AMAT and LRCX at 13.

FB and AAPL around 15. GOOG at 17 and MSFT at 21.

I understand the concepts of safety in the blue chips and the theory that time will eventually catch up to the valuations of today. Not all of the futures are going to be as smooth for these companies to generate cash as the market seems think.
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