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STRATEGY

+6 pts



The question becomes , is the true earnings estimates real, or is there a massive estimate cut coming ...... I think it's almost time to...

By 12MeterYacht on June 13, 2022, 10:50 p.m.
Tagged topics: valuations , margin of safety

Views: 3, Votes: 2, Responses: 0, Attachments: 0
STRATEGY

+10 pts



The yield gap between equities and bonds (i.e., proxy for ERP) has shrunk to one of the lowest levels since GFC. In order to make...

By ntanminchen on June 13, 2022, 7:20 p.m.
Tagged topics: valuations , margin of safety

Views: 1, Votes: 1, Responses: 0, Attachments: 0
STRATEGY

+16 pts



Is the "this time" we're currently in 1929, 1982, 1999, 2006, or 2008? Who knows. All that matters is knowing it's generally better to be...

By asdad on June 13, 2022, 5:41 p.m.
Tagged topics: valuations , margin of safety

Views: 19, Votes: 5, Responses: 0, Attachments: 0
STRATEGY

+11 pts



Just look at Factset, analyst still looking for 10% earning growth in the following year. This make no sense and I guess 14PE adjust for...

By wallstreetfront on June 13, 2022, 2:16 p.m.
Tagged topics: valuations , margin of safety

Views: 1, Votes: 2, Responses: 0, Attachments: 0
STRATEGY

+56 pts



Following 20% P/E multiple reset in early 2022, investor concerns expand from valuation to earnings

By ethonomics on June 13, 2022, 1:49 p.m.
Tagged topics: valuations , margin of safety

Views: 58, Votes: 5, Responses: 4, Attachments: 1