Evidence

Walmart doing well is not automatically a sign the consumer economy is healthy. In fact, oftentimes, it's the opposite. Walmart does well when people are confident spending freely at times, but most times, Walmart does well because people have no choice but to trade down.

— Eurodollar University

I do think that ServiceNow seems like a pretty good deal in terms of valuation, but there's a lot of moving pieces here. And I'm not necessarily a ServiceNow bear. I don't own shares anymore. But when I see bull calls that don't take into consideration the potential loss of that

— Brian Stoffel

one of these set it and forget it type stocks, it's very lofty right now, very expensive right now, and it could fall for years after this point, but if one's measuring their horizon in decades, it really doesn't matter

— tastylive

if you believe from years 4 through 7, which would really be 2030 to say 2036, if you believe that they can have revenue growth of over 20%, well then today's stock price makes all the sense in the world. But if you don't, then it might be a little bit expensive.

— Brian Stoffel

the bottom line when it comes to Dualingo is the simple fact that clearly it is it is having trouble earning investors respect because they are trying to pivot and whether or not they can pull this off has been called into question. At the same time, the valuation is such that

— Brian Stoffel

I certainly still think the valuation is still very stretched even though this company is pretty much doing everything right and has a huge tailwind.

— Brian Stoffel