OSF
@osf_rekt
Joined March 2021
6.5K Following 212.8K Followers
i would be paying a lot of attention to this guy
where cashflows exists, u should be incorporating that into ur analysis
there are some things on RH which are underpriced and there are about a billion things which have become insanely overpriced
like i see stuff that’s trading at like 20-30x+ revenue multiples where annualised cashflows are less than $500k with no real product moat
not saying there’s not a trade there, but i think lots of people will get burnt in future, if u haven’t done this basic level of analysis on ur bags u should
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