With liquidity at all time high, it is normal to find companies with forward PE of >25. This is espeically true for tech companies with projected growth in the double digits.So, why is Cosair Gaming (CRSR), one of leaders in gaming and streaming hardware have such a low foward PE of <20?As far as I can find, there is absolutely nothing wrong with CRSR. And as a gamer myself, their products are often comparable with the best in business ( Logitech, Razor, Noctua ). They also have more or less a monopoly for high end DRAM sticks and streaming equipments.However, in the short term, the stock price isnt decided by valuations. Merely but how much people are willing to buy or sell. And in the case of CRSR, there is fund that would like to sell out of CRSR. The name is Eagletree.They are se
The only reason why Intel isnt doing worse is due to the chip shortage.When their new fabs are up, they will (hopefully) finally have the new technology to dominate the CPU market again. Before that happens the chip shortage is keeping Intel alive.I would say it is excellent timing
How about HVAC and insurance...The two easiest industry to break into. They already have the driving data. And they already have the HVAC technology plus partners to do the instllations.
At least 20% of total market in 20 years.Tesla has always been supply constrainted, even before the pandamic. That is the only reason why the number isnt higher now.Greenwald is a fool, every other automakers share their profits with distributors, 3rd party vendors, marketing...Tesla does none of those.