Mentions

The host expresses a bearish sentiment on Walmart due to its extremely high valuation, with a trailing P/E of 46.63 and a forward P/E of 46.40. This is considered excessive given its relatively slow growth, with both revenue and earnings compounding at approximately 5% annually over the last five years. Despite being perceived as a "safe" stock during market rotation, its current stock price appears significantly overvalued based on its fundamentals.