fsly - buyable dip tomorrow?

n748

earnings ok but guidance is weak so down in AH.

Pinterest

I read the transcripts. I thought the earning was very bad. Its revenue growth rate reduces to 30% if removing $6mil from one time charge from the revenue.  It is over valued with p/s = ~40,

darwin

Pinterest 发表于 2021-2-18 12:54 PM
I read the transcripts. I thought the earning was very bad. Its revenue growth rate reduces to 30% i ...

现在还有没有overvalue的科技股吗？

Pinterest

TWLO's earning was very good. Its revenue growth is re accelerated. After ER, it may go side way for awhile. Buying the dip might be a good way for getting into a position.

Disclose: I have no positions of FSLY and TWLO, and no plans to open any positions.   

Pinterest

darwin 发表于 2021-2-18 01:46 PM
现在还有没有overvalue的科技股吗？

NO, but some over valued 科技股 revenues grow at 100% YoY with gross margin over 70%. If buying today and holding for 1 year, the p/s valuation will be reduced by 50% assuming the stock price keep the same without change.