144. Do You Even Valuation, Bro?

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Jason and Jeff delve into the complexities of stock valuation. They examine valuation metrics such as price-to-sales, price-to-earnings, and price-to-free cash flow, discussing how they can provide critical insights into investment decisions. They also highlight the importance of considering both historical and forward-looking financial data, and how different types of companies, from high-growth startups to mature businesses, require distinct valuation approaches.

04:05 Understanding Valuation: Definitions and Metrics

11:16 Price to Sales: The Empty Calories of Valuation Metrics

16:24 Forward vs. Backward Looking Valuation Metrics

22:41 Avoiding Valuation Traps in Cyclical Industries

26:15 Comparing Competitors: Home Depot vs. Lowe's

27:52 Understanding Valuation Metrics

30:07 Different Types of Companies and Their Valuations

32:53 Turnaround Companies: Challenges and Opportunities

34:41 The Trade Desk: A Case Study in Valuation

41:46 Tesla: The Enigma of Valuation

Companies mentioned: AMZN, CRWD, HD, NUE, LOW, MA, MSFT, S, TSLA, TTD, V, WMT

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