The tweet was deleted by the author.
But we saved everything 🙂.
Mark Roussin, Founder / Senior Portfolio Manager at Roussin Capital Management, commented on continued skepticism about Nvidia's valuation, noting that critics have raised concerns at various price levels including $200, $300, and $400.
Despite these doubts, Roussin observes that Nvidia has managed to compound its earnings at a pace that most companies do not achieve in their lifetimes, and emphasizes that strong business performance has continued amid high market expectations.
Earlier this year, Roussin reported that most top SPY holdings had recorded year-to-date declines, with Walmart standing out as a rare gainer with a 10% increase amid overall weakness. He has also stated that investing in strong businesses and holding assets over longer periods are key factors in stock market rewards for investors. These perspectives inform his view on persistent skepticism toward high-performing companies.