MomentumPython1337
102496198
:
giant? imagine you're a chief security officer of a company. you are subscribing to crwd. your company just got fucked upside down because crwd fucked you up. you lost a day's worth of revenue which can be anywhere from millions to billions. would you choose to stay with crwd? or start researching alternative providers who did not have such outage track record...?
so you project 1 quarter. 2 quarters. 1 year do you honestly think crwd will have new customers? i cannot see how the customer acquisition rate will accelerate. it either says constant or declines. that leads to smaller revenue growth, which is the whole premise this stock's premium price is built on.
you look at other growth companies. whenever they showed signs of slowing revenue growth and/or profit margin, their share price always declines eventually. don't believe me you can check yourself. pick any growth company that has had their share decline. 1 of the reasons is more often than not a decline in projected revenue growth or profit margin.
and i didn't even consider the compensation they have to pay out. maybe they have insurance to cover the losses. maybe they dont. but crwd is definitely not getting away with it.
just think about it. any company that fucks up and causes millions of dollars of revenue loss. if we let them get away with it scott-free we're setting a low bar for other companies. we're saying hey it's okay to fuck the world up and disrupt people's business and livelihoods.. nothing is going to happen to you.
MomentumPython1337
ma gon
OP
:
yea I'm tired to be honest. i just don't want people to put their money into something that doesn't make sense. i know people work hard we work 9-5 we work overtime to earn money and then we want to multiply it so that we can retire earlier. but when i see people making poor decisions I just feel sad and frustrated
p.s. I'm only talking about long term investment short term trading is a different thing
102496198 : Nothing can kill this giant. Just a small bump. Buy the dip. Own great business.
MomentumPython1337 102496198 : giant? imagine you're a chief security officer of a company. you are subscribing to crwd. your company just got fucked upside down because crwd fucked you up. you lost a day's worth of revenue which can be anywhere from millions to billions. would you choose to stay with crwd? or start researching alternative providers who did not have such outage track record...?
so you project 1 quarter. 2 quarters. 1 year
do you honestly think crwd will have new customers? i cannot see how the customer acquisition rate will accelerate. it either says constant or declines. that leads to smaller revenue growth, which is the whole premise this stock's premium price is built on.
you look at other growth companies. whenever they showed signs of slowing revenue growth and/or profit margin, their share price always declines eventually. don't believe me you can check yourself. pick any growth company that has had their share decline. 1 of the reasons is more often than not a decline in projected revenue growth or profit margin.
and i didn't even consider the compensation they have to pay out. maybe they have insurance to cover the losses. maybe they dont. but crwd is definitely not getting away with it.
just think about it. any company that fucks up and causes millions of dollars of revenue loss. if we let them get away with it scott-free we're setting a low bar for other companies. we're saying hey it's okay to fuck the world up and disrupt people's business and livelihoods.. nothing is going to happen to you.
please people. at least have some reasoning.
ma gon OP MomentumPython1337 : you have patience to explain this
let me just summarise in one sentence
forward looking p/e 650 goes to 50
MomentumPython1337 ma gon OP : yea I'm tired to be honest. i just don't want people to put their money into something that doesn't make sense. i know people work hard we work 9-5 we work overtime to earn money and then we want to multiply it so that we can retire earlier. but when i see people making poor decisions I just feel sad and frustrated
p.s. I'm only talking about long term investment
short term trading is a different thing
104708536 MomentumPython1337 :
ma gon OP MomentumPython1337 : very kind approach
disagreement makes the markets tho