
Alpha08
구독자 2명구독중 16명
장기투자: TESLA, UAM, NVIDIA, New energy, ...
단기투자: Tech companies....
Looking for 10x...
투자일지, 종목 status daily update

Quest HW으로 PBR을 찾아보니 예상과 많이 다르다.
TSLA, NVDA, BE 는 성장 가능성에 따라 high Price 때문에 높은데 UNH는 최근 주가가 많이 떨어져 있는데에도 high PBR???
NVDA는 고마진이고 강한 성장이 예상되어서, very high PBR, but drops big at 1./2 yr forward.
GOOG has higher PBR than AMD/SMCI, but similar level at 1/2 yr forward.
It is interesting to see low PBR for AMD . AMD may have low portion of high margin business compare to NVDA?
Need to understand how PBR was determined by each company.
