No. of Recommendations: 1
"I'd rather buy the "same" stock at $5 than at $10, but whatever the current price, we don't know what the future brings. Will not buying at $10 be a missed opportunity? Will buying at $10 see the stock fall to $5? If you can give me good odds this discussion makes sense, otherwise it doesn't."


Agree with Denny

The stocks i listed all have issues that lead a depressed multiple

As an investor, to find the next "150%" in one year stocks, you would need to have a belief that the P/S compression is due to an issue that will be resolved over the short to medium term. This is essentially about risk tolerance. The high P/S companies of of 2018 have been substantially de-risked, hence the high multiples

eg

BZUN - Trade war/China sentiment
PAGS - competition, currency risk, medium term growth rates
YEXT - improvement in op margin and rev growth rates due to increased sales hiring + voice search tailwinds
INST - a successful pivot into corporate education and successful CEO transition will lead to accelerating rev growth
ROKU - rapid platform & CTV growth rates, improvements in gross margin
CBLK - increased % of sales from cloud products

etc
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