Journey from deep-hatred (नफ़रत) to deep-love (इश्क़) creates massive valuations re-rating from below 1x sales and 1x book value to anything from 5x to 20x sales and a multiple of book value.
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When we put a high multiple to sales, the most important thing to worry about is - what could disrupt those cash flows. A lower multiple to sales (like a 1x or 2x) justifies Yo-Yo cyclicality and 10x sales implies relatively stable gross margins, cash flow and business economics.
It's amazing \U0001f60a 25% NP
— Avinash (@Aviral_Bharat) February 17, 2022
$8b revenue
$2b Profit
$92b MCap
At 11 times revenue, it seems to be cheap compared to\U0001f609
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THIS.
Russia hasn't been a willing partner in this treaty for almost 3 decades. We should have ended the pretense long ago.
Naturally, Rand Paul is telling anyone who will listen to him that Trump is making a HUGE MISTAKE here.
Rand is just like his dad, Ron. 100% isolationist.
They've never grasped that 100% isolationist is not 'America First' when you examine it. It really means 'America Alone'.
The consistent grousing of pursuing military alliances with allies - like Trump is doing now with Saudi Arabia.
So of course Rand has also spent the last 2 days loudly calling for Trump to kill the arms deal with Saudi Arabia and end our alliance with them.
What Obama was engineering with his foreign policy was de facto isolationism: pull all the troops out of the ME, abandon the region to Iranian control as a client state of Russia.
Obama wasn't building an alliance with Iran; he was facilitating abandoning the ME to Iran.
Obama wouldn't even leave behind a token security force, so of course what happened was the rise of ISIS. He also pumped billions of dollars into the Iranian coffers, which the Mullah's used to fund destabilizing activity [wars/terrorism] & criminal enterprises all over the globe
Russia hasn't been a willing partner in this treaty for almost 3 decades. We should have ended the pretense long ago.
Naturally, Rand Paul is telling anyone who will listen to him that Trump is making a HUGE MISTAKE here.
Arms control agreements are good when you have willing partners. Lightens the load on our military.
— John Noonan (@noonanjo) October 20, 2018
Russia hasnt been a willing partner in years. There will be gnashing of teeth from people who do arms control advocacy full time, but this is right movehttps://t.co/WmQE43ERCB
Rand is just like his dad, Ron. 100% isolationist.
They've never grasped that 100% isolationist is not 'America First' when you examine it. It really means 'America Alone'.
The consistent grousing of pursuing military alliances with allies - like Trump is doing now with Saudi Arabia.
So of course Rand has also spent the last 2 days loudly calling for Trump to kill the arms deal with Saudi Arabia and end our alliance with them.
What Obama was engineering with his foreign policy was de facto isolationism: pull all the troops out of the ME, abandon the region to Iranian control as a client state of Russia.
Obama wasn't building an alliance with Iran; he was facilitating abandoning the ME to Iran.
Obama wouldn't even leave behind a token security force, so of course what happened was the rise of ISIS. He also pumped billions of dollars into the Iranian coffers, which the Mullah's used to fund destabilizing activity [wars/terrorism] & criminal enterprises all over the globe