POV: the market finally gives you the prices you wanted and you’re out of cash

There are many more examples than these but this is my portfolio top 5. Generational wealth or generational stupidity?

>*“The beauty of stocks is that they do sell at silly prices from time to time…that's how Charlie and I have gotten rich.”*

>*“Ben Graham had written about it in Chapter 8 of the Intelligent Investor. Chapter 8 and 20 are all you need to get rich.”*

*- Warren Buffett*

**1. Meta**
Forward P/E -> 17x

ROIC: 25%
EST EPS Growth 3Y -> min. 10%

EST Sales Growth 3Y -> min. 15%
Trading at $550 (-17% YTD)

**2. Amazon**

Forward P/E -> 26x

ROIC: 16%
EST EPS Growth 3Y -> min. 15%
EST Sales Growth 3Y -> min. 12%
Trading at $230 ( Flat YTD)

**3. Mercado Libre**

Forward P/E -> 41x

ROIC: 16%
EST EPS Growth 3Y -> min. 30%
EST Sales Growth 3Y -> min. 20%
Trading at $1,675 (-16% YTD)

**4. Microsoft**

Forward P/E -> 22x

ROIC: 26%
EST EPS Growth 3Y -> min. 15%
EST Sales Growth 3Y -> min. 15%
Trading at $372 (-23% YTD)

**5. S&P Global**

Forward P/E -> 20x

ROIC: 11%
EST EPS Growth 3Y -> min. 10%
EST Sales Growth 3Y -> min. 7%
Trading at $408 (-22% YTD)