Jan. 13 at 3:29 PM
$RKT Everyone loves paying premium multiples for “high-quality” tech.
$GOOG ,
$MSFT ,
$META ,
$ASML — outstanding companies, no question.
But at current prices, much of that quality is already embedded in expectations.
Meanwhile
$RKT trades around 3–4x forward P/B with improving ROE, rising tangible book value, a strengthening net interest income outlook, and visible market-share gains as rates normalize.
Same conversation: quality and scalability.
Very different price.
Often the real contrarian move isn’t chasing what already worked — it’s buying what’s being mispriced before the re-rate. 🧠🧐
Just my view. Not financial advice ⚠️
