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Re:Amazon Is Pausing Hiring for Corporate Workforce by MuffinFlavored on Thursday November 03, 2022 @10:00PM (#33460903)
> Even after the recent carnage there are still many 10-40x sales companies, which is pretty much unjustifiable with a 4.5% risk free rate

so you are saying from a valuation perspective, we have more room to fall?

Re:Amazon Is Pausing Hiring for Corporate Workforce by adam_arthur on Thursday November 03, 2022 @10:39PM (#33461310)
Some stocks, yes.

Things like DASH which have high sales multiples relative to what a realistic margin is for them long term. Or software stocks like NET that are still over 10x sales, without a sufficiently commensurate growth rate to justify it

Some are very fairly valued

Re:Amazon Is Pausing Hiring for Corporate Workforce by MuffinFlavored on Friday November 04, 2022 @12:03PM (#33468933)
> A company with a 20x PE implies a 5% yield this year.

Isn't this kind of a useless stat?

https://www.slickcharts.com/sp500/returns

https://www.multpl.com/s-p-500-pe-ratio

the market typically doesn't follow this "this P/E must yield this much return" rule from what I can tell. We've had many many many 8-10%+ ROI years despite whatever the "this P/E implies this much yield/return" rule dictates.