Raymond Jang
speaker
122 appearances
1 recordings
1 series
first heard May 2022
last heard May 2022
Raymond Jang’s voice in public audio — every appearance, attributed to the second.
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Appearances
Yeah, I think it's very integral to understand what the community is thinking about the share price.
And you can use tools like TIKR, that's what we use.
But also, I think Google and also the ASX provide high-level ratios like P-S, price-to-sales ratio.
And it gives you a sense of...
Yeah, that's right.
So it's a very useful comparative tool to understand how this company's expectations compares to other companies.
And I think it's even more useful when you're using the same industry.
I think that's a very important insight to take away.
But
Yeah, in 2013, the price to sales ratio was 50 times.
And to provide context, that's extremely high when you compare it to a lot of other great companies, not only in Australia, but in the world.
So, I think when you look at the price to sales ratio at a particular point in time, I think it's important to understand the context behind it.
So, you want to read the ASX announcements in the lead up to those valuation heights.
yeah so if you had invested some money um in zero at that point in time it would have taken until around 2018 november 2018 to actually make your money back right because they had dropped down um so much because the share price has dropped because the sentiment sentiment amongst investors has meant that the ratios come right down yeah okay um and
The story behind why there was so much hype around Xero was because of the opportunities that we talked about before.
They dominate Australia and New Zealand, they're doubling revenue.
they're looking to expand.
Um, and also Peter Thiel, um, the co-founder of PayPal and, um, he has his own venture.
He was also early invested in Facebook.
So when people follow, you know, some great investors, they kind of, you know, you hope they know it's going to be the next unicorn.
Showing 61–80 of 122 · page 4 of 7
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