Weekend muses - cult factor and valuation discrepancies
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I just arrived in Jakarta for a quick weekend vacation and so I really wanted to get this piece out ASAP (it’s almost 3am here), so pardon the brevity. Lately, I’ve been contemplating the earnings results of a number of companies, along with their subsequent price action. Two companies that recently reported, seized my attention and saddled me with perplexity; throughout today, they’ve been living rent-free in my head and I can’t help but write about them. In this piece, I will lay out some quick thoughts, hopefully enough to give readers something to think about this weekend.
Weekend muses - cult factor and valuation discrepancies
Weekend muses - cult factor and valuation…
Weekend muses - cult factor and valuation discrepancies
I just arrived in Jakarta for a quick weekend vacation and so I really wanted to get this piece out ASAP (it’s almost 3am here), so pardon the brevity. Lately, I’ve been contemplating the earnings results of a number of companies, along with their subsequent price action. Two companies that recently reported, seized my attention and saddled me with perplexity; throughout today, they’ve been living rent-free in my head and I can’t help but write about them. In this piece, I will lay out some quick thoughts, hopefully enough to give readers something to think about this weekend.