5/23/24 - vrockstar - 
INTU - great name, obviously, but nearly 40x earnings is a tough spot for me to get excited. one interesting chart is if you plug in "INTU/QQQ" to your trading view and notice the stock hasn't broken out vs. the nasdaq (it's traded flat at best) for the last 5 years (since 2019). that's to say, it's great performance, but if you're looking at longevity of px exposure to the upside, this might not be the best horse unless you're a diversified investor (and that's not my approach, i go large on single names that can offer outsized returns).
typing these notes to myself so i don't have to repeat work when i come back to them - but sharing these days in case they're helpful.
sidelines for me on this one, gl to the owners. the risk/reward simply doesn't make enough sense for me to believe i should be buying here into the print
INTU - great name, obviously, but nearly 40x earnings is a tough spot for me to get excited. one interesting chart is if you plug in "INTU/QQQ" to your trading view and notice the stock hasn't broken out vs. the nasdaq (it's traded flat at best) for the last 5 years (since 2019). that's to say, it's great performance, but if you're looking at longevity of px exposure to the upside, this might not be the best horse unless you're a diversified investor (and that's not my approach, i go large on single names that can offer outsized returns).typing these notes to myself so i don't have to repeat work when i come back to them - but sharing these days in case they're helpful.
sidelines for me on this one, gl to the owners. the risk/reward simply doesn't make enough sense for me to believe i should be buying here into the print
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해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.