hstrex

3 ms·

1. 1.▲
   Show HN: DESi Sees It(hstre.github.io)

   1 points by hstrex 4mo ago|0 comments
2. 2.▲
   by hstrex 4mo ago

   Agreed. This is not useful for seed-stage startups. It becomes interesting for public companies that already have mature-company fundamentals, but are still priced on a startup-like narrative. Then you can at least make the implied future a
3. 3.▲
   by hstrex 4mo ago

   None. The point is not Tesla specifically. Tesla is just a convenient stress case because expectations, narrative, and fundamentals are unusually far apart.
4. 4.▲
   P/E Tells You the Price. Reality Gap Tells You the Delusion(hstre.github.io)

   38 points by hstrex 4mo ago|12 comments