RE: Positive reasons21 Jan 2022 11:41
Agree With all comments on here and always good to see others opinions.
I hold GOOGL, MSFT, FB and BABA. Solid sting business with huge turnover and growth but more importantly sat on ridiculous amounts of cash. Look at MSFT $68.7bn acquisition of Activision and that is just some of the spare cash they are sat on.
The Nasdaq is littered with companies that are ridiculously overvalued and they will tumble. Which is why it is so hard to Value DT against Crowdstrike and SentinelOne.
If you are going to compare all 3 there is only one DT. Although some future earnings are already built into the DT price it still has room to grow. Unlike its American counterparts who will be struggling to keep their valuations.
A correction is coming. I look at business with solid foundations and cash flows sat on a mountain of cash. DT will get there it’s already taken a hit on costs in their last annual report.