Multiple Compression
Tagged analyses
DDOGReal moat, real growth, but the price already pays for paradise.
Hold · 2026-05-04
PLTRRemarkable software, impossible price — Palantir at 758x earnings is a Too Hard.
Too Hard · 2026-05-03
AVGOA great business at a price that already prices in greatness.
Avoid · 2026-05-03
PAYXWonderful business, wildly unwonderful price after the Paycor deal.
Avoid · 2026-05-04