From Growth To Value (@fromvalue) 's Twitter Profile
From Growth To Value

@fromvalue

Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha.

Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics

ID: 1019121058069217280

linkhttps://seekingalpha.com/affiliate_link/Potentialmultibaggers calendar_today17-07-2018 07:26:09

24,24K Tweet

101,101K Followers

2,2K Following

From Growth To Value (@fromvalue) 's Twitter Profile Photo

If you could travel to 2033: Some amazing growth stocks could look very cheap. Some cheap value stocks could look extremely expensive.

From Growth To Value (@fromvalue) 's Twitter Profile Photo

This is one of the main reasons of $CRWD's success. It's a platform, not just an endpoint protection tool. It's often compared to $S, but it's much broader in its application, so the TCO (total cost of ownership) is lower. $MSFT & $PANW (that started focusing on

This is one of the main reasons of $CRWD's success. It's a platform, not just an endpoint protection tool.

It's often compared to $S, but it's much broader in its application, so the TCO (total cost of ownership) is lower. 

$MSFT & $PANW (that started focusing on
From Growth To Value (@fromvalue) 's Twitter Profile Photo

The Innovator's Dilemma is one of the most essential concepts in business. Successful companies often fail by sticking to what made them great. They miss the disruption that initially seems too small to give up profits for but eventually takes over the market.

The Innovator's Dilemma is one of the most essential concepts in business. 

Successful companies often fail by sticking to what made them great. They miss the disruption that initially seems too small to give up profits for but eventually takes over the market.
From Growth To Value (@fromvalue) 's Twitter Profile Photo

Do you want Elon Musk's education for FREE? ๐Ÿค“ You can! Elon famously said: "I was raised by books. Books, and then my parents." ๐Ÿ“š He regularly reads complete books in one sitting.๐Ÿ‘€ Here are 35 books Elon has recommended over the years.

Do you want Elon Musk's education for FREE? ๐Ÿค“
You can! 

Elon famously said: "I was raised by books. Books, and then my parents." ๐Ÿ“š

He regularly reads complete books in one sitting.๐Ÿ‘€

Here are 35 books Elon has recommended over the years.
Elon Musk (@elonmusk) 's Twitter Profile Photo

This weekend, the @xAI team brought our Colossus 100k H100 training cluster online. From start to finish, it was done in 122 days. Colossus is the most powerful AI training system in the world. Moreover, it will double in size to 200k (50k H200s) in a few months. Excellent

From Growth To Value (@fromvalue) 's Twitter Profile Photo

Evolution of $SE here: 2020-2021 Best company ever! ๐Ÿซถ 2022-2023 Biggest shitco ever!๐Ÿ˜ฑ 2024 I don't care. ๐Ÿคทโ€โ™‚๏ธ In the meantime, $SE has more cash on the balance than $DUOL is worth.

From Growth To Value (@fromvalue) 's Twitter Profile Photo

Oooooooh, boy! ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰ I've already tested it and it makes Finchat even better! ๐Ÿ‘Œ๐Ÿป๐Ÿ‘Œ๐Ÿป๐Ÿ‘Œ๐Ÿป

From Growth To Value (@fromvalue) 's Twitter Profile Photo

$PEP's inventory problems give $CELH a double whammy. It blew up the numbers last year and deflates the numbers for this year, so optically, it looks even worse than it is. But this should be temporary (a few more quarters).

$PEP's inventory problems give $CELH a double whammy. 

It blew up the numbers last year and deflates the numbers for this year, so optically, it looks even worse than it is.

But this should be temporary (a few more quarters).
From Growth To Value (@fromvalue) 's Twitter Profile Photo

Investors are strange. Stock high: "It's too expensive." ๐Ÿ˜ฌ Stock reasonable: "Nah, there are better opportunities." ๐Ÿฅฑ Stock low: "There's this problem and it will never go away anymore." ๐Ÿ˜ฑ Just think for yourself. ๐Ÿ’ก

Investors are strange.

Stock high: "It's too expensive." ๐Ÿ˜ฌ

Stock reasonable: "Nah, there are better opportunities." ๐Ÿฅฑ

Stock low: "There's this problem and it will never go away anymore." ๐Ÿ˜ฑ

Just think for yourself. ๐Ÿ’ก
From Growth To Value (@fromvalue) 's Twitter Profile Photo

For growth stocks, I like using the forward PEG. Peter Lynch coined the PEG, (price/earnings/growth). Between 1 and 2 is fairly valued, below 1 is cheap, above 2 is expensive. But I use the forward numbers for growth stocks. For $NVDA, the current 2025 PEG is 0.67, as the 2025

For growth stocks, I like using the forward PEG.

Peter Lynch coined the PEG, (price/earnings/growth).
Between 1 and 2 is fairly valued, below 1 is cheap, above 2 is expensive. 
But I use the forward numbers for growth stocks.

For $NVDA, the current 2025 PEG is 0.67, as the 2025