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Charts for the Curious2022-04-18T05:49:32+00:00

CHARTS FOR THE CURIOUS

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Market Cap vs. Revenue: The Implications of 20x P/S Ratios

February 4, 2022|

The Chart Below Shows: • the market cap of just software stocks valued at over 10x price to sales is over $6 trillion • that means that software stocks priced at preposterous levels are now worth ~30% of US GDP • KCR thanks Scott McNealy for making investment decisions on stocks valued like this simple

Stocks Most like Enron Today, Free Enron Hat & Summary of Disaster

January 7, 2022|

Remembering the Risks of “The Smartest Guys in the Room”. We recently put out a two-part summary of Bethany McLean and Peter Elkind’s brilliant book The Smartest Guys in the Room. In an earlier piece, we quoted legendary financial historian John Kenneth Galbraith, who quipped that investors’ memories last “...at a maximum, no more than 20 years.” The KCR team agrees.

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