“Increase withholding… or make an estimated quarterly payment… fourth quarter estimated payment deadline for 2026 is Jan 15 2027”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
“Our run rate. Is X cents per share. And let's annualize that. And let's put a multiple on it. And let's put a hundred times next year's earnings on that thing.”
Monetary Matters with Jack Farley · "Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros"
Play from 43:21
43:21
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What was described
shorted CoreWeave by annualizing a quarterly run-rate and applying a high earnings multiple to estimate overvaluation
Said nearby on the same subject
“You should be worried about high levered names. You're seeing that with things like CoreWeave today”
♫
Said on Closing Bell
“For the last 10 years, it's only missed quarterly earnings three times. That's predictable, right?”
♫
Said on Equity Mates Investing Podcast
“My wife and I have a weekly meeting every Sunday. Right. We have a quarterly offsite every 90 days. We have an annual offsite once a year. We have daily standups with our kids.”
BA
Blake Allsmith
Generous Business Owner ·
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