Charting My Interruption (CMI): “Much Ado About 40x EV to Sales?”


  • Wonderful things happen when you can be on the right side of fundamental growth and valuation expansion.
  • Recognizing that valuation is a poor timing mechanism, it stands to reason that truly extreme valuation warrants some attention.
  • Prior examples, including Cisco (CSCO), Amazon (AMZN), and Microsoft (MSFT) all have reached wild valuation extremes in their history.
  • Although each followed a different subsequent path, they all shared one thing in common: severe valuation contraction.
  • Today, Nvidia (NVDA) is at a. . .

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