Sohn Idea Contest 2024: Winning pitch by Vijay Shilpiekandula

[@kaizhang4005]

looking back on this beauty.

[@romaindedion504]

Thank you for this balanced pitch!

[@cjdch6604]

It’s EV to sales is the same as 1999! After which it fell 90%. Its revenue growth from 2007 to now only 10% pa yet stock is trading at 45x forward earnings. Further he didn’t mention what the 2030 company target revenue range is 50-65bn USD implies only 10% revenue growth. So profit can double but PE can halve! So no expected return! High PE means Div Yield sub 1% 😮. Treasuries will beat this.

[@tokhmi2006]

How is ASML being a high quality business a variant perception?? There is no way consensus thinks this is a low or average quality business.

[@tokhmi2006]

This is such an average pitch and such a disappointing pick by the judges panel. It is a consensus mega cap stock but the presenter pretends like it’s a contrarian pick with 6 supposed variant perceptions. Multiples valuation is a lazy form of valuation and I’m disappointed the analyst uses it as their main tool. Overall very average.

[@AFRIKTODAY]

loooooll look at the stock performance in the last few days. Tell you everything you need to know about wannabe experts on Wallstreet!

[@karthikrajeshwaran5391]

Quite a poor pitch. He didn't speak of the cyclical nature of semi and the multiples are insane.

[@thomasbao4477]

Why are the multiples insane? It trades at 25x p/e which is in line with sp500 average