Blog
Valuation decompositions, research methodology, and market analysis.
Hims & Hers at $34: A Regulatory Bet Disguised as a Growth Story
Wall Street price targets on Hims & Hers run from $12.50 to $60 — a five-fold spread that makes the consensus mean meaningless. Why the regulatory risk and the growth story are the same story.
Read →Nvidia at $5 Trillion: A Valuation Decomposition
A reverse-DCF and scenario-weighted look at Nvidia at $208, where consensus is right, where it's understating the tails, and what would change the view.
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