Semi-regular post: Companies that are still way overvalued


I posted a couple of these pre-crash, and the crowdsourcing outcome was pretty good.

Seeking your opinions again, ideas for names, …

I looked back at the posts and most names pulled back 70+% on, larger pullback than your indexes or your random tech stock.

What stocks out there still are way *way* overvalued?

Some thoughts on my end..

The mega space:

$AAPL is trading at a much higher multiple than historically, nevermind the interest rates and the recession.

$MSFT is too, but one can make an argument that software > phones in a recession.

Tech:

$NOW

$DDOG

$DASH

And there is the elephant in the room that I shall not mention


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