Top Stock Pick NOW From Ivy League 4.0 Demigod With PE/IB Background

[CelestialEmpire]

Salesforce / CRM

Thesis:

• Hammered from recent SaaS selloff, trading at 18-20x forward P/E with expanding Net & Gross Margins
• More defensible moat against agentic replacements than other horizontal software peers
• Textbook perfect fit for agentic implementation into product (despite terrible management)
• Straightforward pivot to outcome-based pricing vs current seat-based pricing (despite terrible management), insulates against headcount reduction within clients
• Very attractive valuation multiple for high margin software at HSD revenue growth

 

[irrumator praetor]

My dad (8ft5 420lbs 8% bf 67 inch bideltoid D1 college rugby player 5mil$ per year JP morgan trust fund manager elite WASP) said this was a shit idea

My buddies in the JP Morgan elite WASP college frat thought up a better one but we aren't telling you unless your frat of losers finally gets more slays than us

 

[Atman]

@Master needs that sweet money

Nigga I already bought Lifetime VIP

 

[the foid stalker]

Salesforce / CRM

Thesis:

• Hammered from recent SaaS selloff, trading at 18-20x forward P/E with expanding Net & Gross Margins
• More defensible moat against agentic replacements than other horizontal software peers
• Textbook perfect fit for agentic implementation into product (despite terrible management)
• Straightforward pivot to outcome-based pricing vs current seat-based pricing (despite terrible management), insulates against headcount reduction within clients
• Very attractive valuation multiple for high margin software at HSD revenue growth

huh

 

[Mr Strong]

I'm putting everything into Spirit Aviation Holdings Inc (aka. Spirit Airlines)

(Not financial advice)

 

[CelestialEmpire]

they have earnings in 2 weeks, solid catalyst for 10%+ pop once SaaSpocalypse fears are soothed by HSD/LDD top line growth and margin expansion

 

[CelestialEmpire]

huh

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forgot to mention thread is meant for wharton 3.8s and above high IQ wasps

 

[irrumator praetor]

forgot to mention thread is meant for wharton 3.8s and above high IQ wasps

Yep, wharton 3.8s and high IQ 7ft+ wasps of this website need to unite and make a gc (or is it only me)