>>69113442I don't trust growth investing. I don't trust putting in money in Apple, Tesla and whatever move fast and break things copycats out there. So take my opinions with salt. Vtubing corpo is simply a creative company corporation with bits of systems integrator that has zero innovation involved. The only "value" they have is the IP, and the talents themselves.
>Hololive's 1.3 PEG ratioMIxed feelings, but looking at the expenses for management and revenue share, I think it looks about right. Dumb investors would ask to slash it down a little bit, so they can come up with an exit plan ready. This is why I hate overvalued stocks. Slashing down revenue share with talents will cause them to quit, streams less, weaker management team. I'm not well versed at this, but people underestimate management importance.
>growing at 30% rate per yearThe industry has more room to grow, but an actual innovative company has yet to appear. Innovation drives growth, hence drives investing. You need corpos take risk in venturing the unkown of R&D for growth, but, investors hate taking risks despite asking unrealistic growth and it becomes chicken and egg situation.
Anycolor is riding the gravy train of collaborations and merch based on previous earnings report, Cover however has the right mindset with Holoearth and AR lives but I don't think they'll pull it off without hiring real R&D staff. No matter how much you shit on Holoearth, it's the right direction for larger growth.
Again, its overvalued, the only thing that is gluing Cover together is the trust in CEO, the branding, and the talents.
Stick with value investing.
