“I'm just applying about a 13 times EV to EBITDA multiple which bakes in an additional re rating downwards as growth numbers continue to slow down. This is obviously a pretty big step down from its 19 times that it's trading at now”
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AppLovin's EV/EBITDA multiple at end of five-year forecast period (2031) compared to 13x prediction
Alex Karp predicts Palantir will grow at a rate equal to or above US commercial business growth (approximately 150% YoY) for the next 18 months.
Uber will deploy 35,000+ Lucid Gravity SUVs with Neuro autonomous driving in SF Bay Area by late 2026 and Houston by mid-2027
Kyle Grieve predicts AppLovin will compound revenue at approximately 17% annually over the next five years, decelerating from current 47% guidance.
Ian Cassell predicts his microcap fund will beat the S&P 500 over the long term.
Uber and Zipline will bring drone delivery to millions of Americans by end of 2029
Rivian will deploy 10,000 autonomous R2 robotaxis in San Francisco and Miami by 2028, with option to expand to 50,000 across 25 cities by 2031
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