Skip to content
Sign inOpen the app
Artwork for Rational Dissent
Rational Dissent · Yesterday · 39 min

Episode 003. Valuations in An Earnings Explosion

Is the juice worth the squeeze? Earnings keep rising, valuations are questionable, and investors are uncertain. What should you make of earnings these days?Chapters00:00 Hot Open & Intro00:51 Why Earnings Confuse03:54 The Anthropic Effect07:10 Include Other Income09:36 OpenAI Next Wave12:32 Valuations vs Earnings18:05 Data Sources Diverge22:42 Quant Models in Trouble26:05 Vendor Financing History29:15 CapEx & Bubble Risks37:10 Lightning Round Fed or Earnings38:53 Wrap Up & Subscribe Learn more about Bianco Research: https://www.biancoresearch.com/ Sign up for a free trial of Bianco Research here: https://www.biancoresearch.com/free-trial/?source=YT080726

0:00-39:28
Play in podnod

transcript

No transcript — this publisher did not publish one.

show notes

Is the juice worth the squeeze? Earnings keep rising, valuations are questionable, and investors are uncertain. What should you make of earnings these days?Chapters00:00 Hot Open & Intro00:51 Why Earnings Confuse03:54 The Anthropic Effect07:10 Include Other Income09:36 OpenAI Next Wave12:32 Valuations vs Earnings18:05 Data Sources Diverge22:42 Quant Models in Trouble26:05 Vendor Financing History29:15 CapEx & Bubble Risks37:10 Lightning Round Fed or Earnings38:53 Wrap Up & Subscribe


Learn more about Bianco Research: https://www.biancoresearch.com/


Sign up for a free trial of Bianco Research here: https://www.biancoresearch.com/free-trial/?source=YT080726

more episodes

All episodes