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- Total posts
- 352
- Total predictions
- 23
- Success rate
- 34.8%
- Avg score
- 0.07
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Estimating the Equity Risk Premium
I made an attempt to estimate the Implied Equity Risk Premium (iERP), empirically, using historic data. Using the CAPE ratio and bond yields to calculate a spread measure as the independent variable and the subsequent 10 year returns, we can …
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Brazilian Meatpackers: Cyclical turn?
The Brazilian meatpackers (JBS, MBRF, Minerva) have done very well in the past two/three years thanks to significant global demand for proteins, good meat prices, and low grain prices. Their stocks have performed accordingly. However, the cycles are turning or …
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Jet2: 5.5x P/E, HSD growth, net cash, buyback
**Quick thesis on Jet2 (JET2.L):** The stock trades on 5.5x P/E for a travel business that has net cash, double-digit growth prospects, the best competitive position and management team in the industry, and a large buyback. The 5.5x P/E does …
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