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Beachman's avatar

Jamin, during earnings season, there are two tables in your weekly posts that are of prime value to me.

1. Quarterly Reports Summary table tells me if any company has had a >5-7% upside or downside surprise in revenues or earnings. Imo, those are the companies to buy or avoid. Everyone else is just playing the guidance/outlook/estimate game between WS analysts and mgmt.

2. Top 10 EV / NTM Revenue Multiples which shows me which are likely the most overvalued stocks in the universe that you track. Interestingly, almost always the top 2-3 companies on that list get cut down to size sooner rather than later.

Thanks for the excellent content you continue to post. Cheers!

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Tom's avatar

Great point wrt Top 10 - I recall Crowdstrike was sitting atop that list for some time. Before them, it was Snowflake.

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RabbiJacob's avatar

Good post!

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