No. of Recommendations: 0
Look at what happened to CSCO after it reached a P/S 35 in 2000.....an 18 year stock price contraction.....

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This goes back to my "you won" comment. Cisco was approx $500b mkt cap at peak after crazy run up.

Also...public school napkin math says if stocks are growing 50% y/y, that they could maintain their current stock price for 2 years and P/S would just organically be cut in half over time.

So then it becomes what P/S will market allow/sustain? I do think if you can grow greater than 50% y/y for a few Q's you "earn" that higher P/S, like SHOP did.

Ttd twlo mdb and zs all have potential for 50% type growth or more for at least 2-3 more years, due to TAM. We will see.
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