BigEggTheInvestor
@eggachh
Alt fund manager in global $50bn+ AUM firm. Ex M&A + equity specialist. Info sharing not investment advice. #ValueInvesting #Investing
I’m seeing increasing posts saying things like “this stock is cheap with ONLY 25x P/FCF” or “valuation is much higher with an EPS growth assumption of ONLY 15%” etc etc Am i getting old or are these extremely bullish handles? Posts like that make me neevous
Many people think that the best stocks have an obscure product serving some niche customer base the normal person never hears about. Actually, the best stocks can often be companies that you come across everyday and pay all the time and everyone knows.
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