ToPuke @to_puke
80/20 Rule investing Joined January 2022-
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ToPuke retweeted
Came across this April ‘23 Greenblatt interview. The point he makes is well-known, but the exact numbers are quite interesting and it is a good reminder not to be too dogmatic about the fair P/E multiple based purely on historic levels. #valueinvesting #stocks #stockmarket
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ToPuke retweeted
I want to share some thoughts on: • valuation, • avoiding value traps, and • when to apply which valuation metric. Disclaimer: I'm not a CFA. You shouldn't trust a guy without a paper that qualifies him as an expert. One of the main reasons why people end up in value…
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