WW actually has returns of 73%, not 13%…
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March 12, 2021
Zillow’s EPS was really $0.08 last year, it wasn’t -$1.48
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March 8, 2021
Zillow’s EPS was really $0.08 last year, it wasn’t -$1.48
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March 5, 2021
Match actually has only grown around 5-7% a year the past 3 years, not grown over 20% a year in that time
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March 3, 2021
NVR’s real returns have risen from 24% to 38% the last few years, they have not stayed around 17%-19% levels
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March 1, 2021
AerCap’s P/E is really 21x, not 8x
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February 26, 2021
RH actually has returns of 18%, not 10%…
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February 24, 2021
Peloton’s EPS was really $0.32 last year, it wasn’t -$0.52
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February 22, 2021
Philip Morris actually has shrunk 3 of the past 4 years, not grown over 5% a year in 3 of the past 4 years
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February 19, 2021
Gartner’s real returns have stayed around 100% the last few years, they have not dropped from 10% to 4%
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February 17, 2021
Ciena’s P/E is really 32x, not 16x
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February 15, 2021
Costco actually has returns of 16%, not 8%…
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February 12, 2021
DocuSign’s EPS was really $0.19 last year, it wasn’t -$1.18
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February 10, 2021
RE/MAX actually has grown over 50% a year in 2 of the past 3 years, not modestly growing
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February 8, 2021
Forrester Research’s real returns have stayed flat at 20% the last few years, they have not dropped from
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February 5, 2021
Global Payments’ P/E is really 38x, not 24x
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February 3, 2021
Perficient actually has returns of 47%, not 6%…
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February 1, 2021
Wix.com’s EPS was really $1.44 last year, it wasn’t -$1.71
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January 29, 2021
KB Homes was actually reinvesting in its business the last two years at 5%+ a year, not shrinking it
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January 27, 2021
Rapid7’s real returns have stayed negative the last 2 years, they have flipped from -4% to 5%, a significant inflection
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