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Dillon

@BluSuitDillon

3h

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$AMD forward P/E is 17x 5 year PEG ratio is .68 Many amazing growth businesses look just like this today. They are under valued based on macro concern. I just don’t care if the market falls further, we are bargain hunting at this point.

$DLO is a profitable growth stock with 60%+ growth and has 10-15 years run way of growth Forward P/E is 37x Business fundamentals look even better when you look at it

SentinelOne $S forward EV/S is 10x They are growing 100%+ YoU IN THIS MACRO and expected to be FCF positive by 2024 Great business model, good management It’s one of the fastest growing businesses on the market

DataDog is a profit monster on both a GAAP and Non-GAAP basis, growing 60%+ YoY $DDOG They beat AND raised guidance IN THIS MACRO Forward EV/S about 11-12x, with 20% - 25% FCF margins

The point I am making is that wonderful businesses are trading at cheap to fair valuations but the market is so concerned about the next 4-6 months that they are completely overlooking the underlying assets they are buying/selling Every business I posted has a ROCKSTAR balance

sheet with nearly no debt. They can last for years without needing to borrow or raise any money. The macro barely impacts any of their core business models.

Dillon

@BluSuitDillon

Market Analyst - Cyclical and Secular Market Cycle Commentary, Fed Policy, Equities & Individual Stock Picks. Publisher/Founder @ BluSuit Research.

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