Row 62865

Row ID: 62865 | Dataset Entry | Axioma AXP Content Repository

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> At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes. What were you thinking?

an iconic quote from the dotcom mania that is especially relevant to the equity market today. Scott McNeely was the CEO of Sun Microsystems, one of the darlings of that bubble. At its peak his stock hit valuation of ten-times revenues.

What's the P/S for NVDA? And look up Sun Microsystems now. But this one will turn out much differently.

FieldValue
text > At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

{
  "text": "> At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which is really hard with 39,000 employees. That assumes I pay no taxes, which is very hard. And that assumes you pay no taxes on your dividends, which is kind of illegal. And that assumes with zero R&D for the next 10 years, I can maintain the current revenue run rate. Now, having done that, would any of you like to buy my stock at $64? Do you realize how ridiculous those basic assumptions are? You don’t need any transparency. You don’t need any footnotes. What were you thinking?\n\nan iconic quote from the dotcom mania that is especially relevant to the equity market today. Scott McNeely was the CEO of Sun Microsystems, one of the darlings of that bubble. At its peak his stock hit valuation of ten-times revenues. \n\nWhat's the P/S for NVDA? And look up Sun Microsystems now. But this one will turn out much differently.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
  "username_encoded": "Z0FBQUFBQm5Lak1hS19uMDdVY2lxY3VCSXVfLWh6WGRzNmJIbWgzQk1YcVhLdVZTYldjeVYxZTJSM250UHVPNzAtQUNHOEw3MkVzUm5WYXRSQ0tCdUxrU25kSExYVDc1NGc9PQ==",
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}
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