Evidence

I this is a business that I like. It's in the capital return phase. The moat is currently narrow, but rapidly widening. The growth potential is very high, at least in the near term. The management team here looks very good. But offsetting that is the fact that this is a relativel

— Brian Feroldi, at 8:27

multiples crazy high, right? But not as crazy high as they have been historically. The DCF, reverse DCF also very high, but the expectations and the execution are also very high.

— Brian Feroldi, at 38:40

I would personally like to wait for a lower valuation before I would make this a big holding for me given the company's extreme size and scale, but I don't think the company is wildly overvalued anymore. So, if you believe that the AI gravy train is going to continue for at least

— Brian Feroldi, at 5:52

I would also call this a yellow company. This is definitely a business that I'm glad I now know about. Um a lot to like about this company. The growth is great, the metrics are great. Um like Carl said though, I'm worried that they're kind of their their actions are are all about

— Brian Feroldi

The only company that I think is an AI winner right now is um Nvidia. And I don't know how long that moat is going to last. Although last time we looked at Nvidia, I thought that their moat was a heck of a lot wider than I initially um initially thought it to be.

— Brian Feroldi