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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