George the Stock Jock
@george-stockjocks.bsky.social
I like stocks, I like investing. I like to invest in stocks and my favorite investing podcast is Just the Tips (by the Stock Jocks).
Finally $NBIS blows away the competition on a rule of 40 basis (growth weighted at 2x over profitability), demonstrating it deserves a premium. For more on $NBIS, including the full bull and bear debate, listen to Just the Tips by the Stock Jocks: open.spotify.com/episode/6B3o...
July 2, 2025 at 5:06 PM
Finally $NBIS blows away the competition on a rule of 40 basis (growth weighted at 2x over profitability), demonstrating it deserves a premium. For more on $NBIS, including the full bull and bear debate, listen to Just the Tips by the Stock Jocks: open.spotify.com/episode/6B3o...
When you affect $NBIS valuation by growth however, it paints a much different story with the lowest EV/Rev/G of cloud compute providers at a measly 0.04x, half of fast growing $CRWV.
July 2, 2025 at 5:06 PM
When you affect $NBIS valuation by growth however, it paints a much different story with the lowest EV/Rev/G of cloud compute providers at a measly 0.04x, half of fast growing $CRWV.