Robinhood's Fair Value Entry Price
"HOOD is mispriced versus my prior fundamentally fair value work—if it really slid from about $130 to the ~$70 area, there may be a valuation “deal” window versus weaker revenue growth pressures tied to crypto/options activity."
"HOOD is still too expensive to buy until it gets down to the high-$60s (his $69-and-below “fair price” level), so I would avoid it above that threshold."