Dissecting Capital One, Netflix, and Wall Street's Favorite Metrics

I've I've been wanting to believe too good to be true stories, a little more lately just because we're seeing companies that, like, we've never seen before do things we've never seen, like Nvidia and Palantir. But at the same time, we have to remember, finance is a very long track record, and I have to continually remind myself, if something looks too good to be true Evening. Buyer's remorse. Buy a new car? I'll be moving in. Let's get started. Sorry. I think there's been a mistake. I bought it from Carvana. You what? Yeah. Great price. I even have seven days to love it or return it. So there's no No. No buyer's remorse. More like buyers rejoice? I guess I'll let myself out. Congratulations. I mean it. Buyers rejoice. Buy your car today on Carvana. Limitations and exclusions may apply. See our seven day return policy at carvana.com. This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the rhythm of ad sales using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business. The result, less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at accenture.com/spotify. You're tuned in. You're tuned in. You're to the investing for beginners podcast investing for beginners podcast. The show for the long term investor. We cut through the noise to focus on what works, compounding, discipline, and the conviction to buy wonderful businesses and stick with them. Investing for beginners podcast, everybody. My name is Stephen Morris and across from me is the Excel guru. Andrew Saylor. And I say that because almost everything Andrew sends me is on an Excel sheet. And if you know me, you know, that I absolutely despise Excel, as most of you do and rightfully so because Excel is stupid and sucks. But now, so Andrew sent me a list, on an Excel sheet. And, Andrew, what what am I looking at right now? So we're looking at stocks that have broken out, not price, but revenue wise. So, basically, you know, you're moving along. You're growing. You're growing. You're growing. Bam. You just exploded like a rocket ship. And I don't know how common this is because I haven't run a screen like this. This is actually my first time running a screen like this. But what did I send you, like, close to 30 companies? So I think it'd be interesting to kinda discuss, like, is this is this a sign that the economy is kind of finally ticking upwards, or is this just noise that there's always just a random set of companies that have this happen to them? But what I did to run the screen, which I think could be a fun screen for people to run to find ideas for stocks, is using fiscal. I …