Walmart Overvaluation and Lack of Growth
about 1 month ago
Speaker
"Okay, so Walmart really is 37 times earnings. Walmart's not growing, bro. What market is this? What What market are we in that Walmart's 37 times? Feel like Joe Biden. Come on, man. Yeah, I don't know, man. Google's at 25 times and is growing. Walmart's at 37 times. It's not growing. If I'm going to buy something that's not growing, give me some Bergkshire. Give me some Berkshire Hathway or like Taiwan Semi at 19 times, Meta at 22 times. Meta's got, you know, a decent strategy for AI, even if they're a little behind."
The speaker criticizes Walmart for trading at 37x earnings despite a lack of growth, contrasting it with companies like Google, Berkshire Hathaway, Taiwan Semi, and Meta, implying that Walmart may be overvalued.
Scores
Alpha Potential
7.0/10
Novelty
7.0/10
Credibility
8.0/10
Timeliness
7.0/10
Overall
7.0/10
Sentiment
Bearish
Conviction
High
Tier
Company Commentary
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Episode Information
Episode:
Walmart Valuation Signals Hoard Cash NOW. Reddit Stock Earnings is a Warning | Martin Shkreli
Source:
The Shkreli Pill
Published:
November 3, 2025
Idea Type:
Company Opinion