PE Contraction | Salesforce vs Exxon | Nvidia is Cheap? | Volatility Skew | PPI Beats
Broken Pie Chart · Derek Moore
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Show Notes
Derek Moore is joined by Shane Skinner to explain how the market just got cheaper on a forward valuation standpoint. Plus, how Nvidia EPS estimates reached a new all-time high while the stock trends sideways. Later, comparing Salesforce and Exxon, where they look at a multiple expansion vs a multiple contraction. Finally, they delve into an increase in the near-term volatility skew, and the hot PPI numbers.
What is volatility skew
Salesforce vs Exxon
Nvidia goes sideways even though earnings and sales estimates reach new highs
What does it me when stocks forward multiples contract (rerate)
Getting into the PPI release
Mentioned in this Episode
Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt
Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek [email protected]