Vlad Bastion Research
vladbastion.bsky.social
Building stronger portfolios with actionable financial analytics. Former Head of Equity Research | CFA | Based in London. Proud dad.
👤 Joined on 16 November 2024
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- 16 Kas 2024, 20:53
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Stocks That Could Be Bubbles In this ranking, the top positions are occupied by stocks with strong price momentum, high volatility, and a forward P/E 2027 ratio above 60x: 🏛 Trump Media 🎮 GameStop 🚀 Rocket Lab 🛰 Astera Labs 🕹 Roblox ☁ Cloudflare ⚡ Axon 💻 MicroStrategy 🔎 Palantir 🔋 Tesla
Show Post🔩 Is the steel supercycle over? The end of China’s real estate boom has driven global steel demand down to a 6-year low. Considering demographic trends and the end of massive industrialisation in China, this trend will likely continue in the coming years.
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Don't murder people, but also try to act in a way that people don't want to murder you.
Show PostJust makes me think how boring the 2008-2018 timeframe was. Now real innovation is happening again. This chart shows conviction again. If it pays out fast enough is another story.
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