2018:
Uber: Huge Valuation / No Cashflow
Netflix: Huge Valuation / No Cashflow
Tesla: Huge Valuation / No Cashflow$nflx $tsla #netflix pic.twitter.com/J0qa5wu5MF— Reminiscences of an American Capitalist (@4Awesometweet) April 16, 2018
“#FANG is not a set of four companies. It’s an idea. There are FANG stocks every generation, every decade. Nothing stays on top forever.”
“#FANG is not a set of four companies. It’s an idea. There are FANG stocks every generation, every decade. Nothing stays on top forever.” https://t.co/OpdunXXhnd pic.twitter.com/CtZUhtbRli
— Trevor Noren (@trevornoren) April 16, 2018
US firms have spent ~$4t on #buybacks since '09, making corporations the biggest single source of demand for US shares. @ArtemisVol: buybacks have “accounted for +40% of the total EPS growth since '09, & an astounding +72% of earnings growth since '12” https://t.co/xO7hJEB1Zs
— Trevor Noren (@trevornoren) February 23, 2018
lol, and the companies said they were going to build factories. pic.twitter.com/qxYVOKZmM7
— Alastair Williamson (@StockBoardAsset) April 16, 2018
Combining FAANG w/ $MSFT & $NVDA, just 8 tech stocks now account for >15% of the entire S&P 500, and 48% of the Nasdaq 100. My thoughts on why the co-dependence btw big tech & passive & algorithmic investing could cause more pain than most anticipate https://t.co/GSfxiiCEbr
— Trevor Noren (@trevornoren) April 7, 2018
Massive decoupled underway in $SPX versus SHCOMP pic.twitter.com/aQPU5di8uH
— Alastair Williamson (@StockBoardAsset) April 17, 2018