Aug 4 Valuations are still rich, relative to historical norms

$APPF $KSPI $W

Author

Mukund Mohan
August 04, 2025

Market

“Tesla $TSLA ( ▲ 6.22% ) board authorized a $24B pay package for CEO Elon Musk, to ensure that he stays focused on the car maker. energy, robotics, AI company” 😊 😋

The market clawed back all of its losses from Friday

Although valuations are rich relative to norms, the good news for the market is that the tariff uncertainty is largely behind us. While there will be some near term inflation barring another round of posturing the US economy including employment is fairly strong.

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Insights from the portfolio

Wayfair earnings update, deep dive and 2025 outlook

The eCommerce company is starting to look strong again

stocksmarts.substack.com/p/wayfair-earnings-update-deep-dive

Video of the day

Today’s video is on Appfolio $APPF ( ▲ 1.98% ) the vertical SaaS leader.

Deep dive of the day

Kaspi.kz deep dive, earnings and 2025 outlook $KSPI – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/08/04/kaspi-kz-deep-dive-earnings-and-2025-outlook-kspi

Good setups for swing

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