\*\* This is primarily an issue for businesses that are headquartered somewhere other than the US (note: it does apply to some US-listed businesses, that are headquartered elsewhere). If you are confident you don’t/won’t own any, you can save yourself …
Can anybody please analyse and give me their opinion on my portfolio. Please note that I am 17 years old can save approximately 2k a year. Its gonna be a long read but thanks for taking the time. Current allocation: …
I've noticed that there are certain stocks in my portfolio that I'm illogically attached to. These tend to be companies that are relatively tiny and obscure and I take some level of pride (warranted or not) in "discovering" them. I …
So the new Fundsmith half-year letter dropped and honestly it caught me off guard. The fund's down 2.9% while MSCI World is up 11.2% — a 14-point gap in six months — and instead of the usual "sit tight, we're …
On one side, it looks like we're in an **expensive market**. Just look at the **Shiller PE** and the **regular PE** relative to their historical averages. You can also see we're near the top of the credit cycle, with **credit …
Oracle has been interesting business recently. They are spending $56bn on capital to build datacenters. They are trying to be a hyperscaler but they don't have luxury of cash flows like other hyperscalers to bear this huge capex, so they …
Hi I was thinking of posting my portfolio but I was wondering if ppl could maybe help me with it. However I'm thinking some ppl could use this data in a harmfull manner. Let me know if I should post …
Xerox is at a crossroads, and the results at the end of July will show which direction it will take.The current value of equity is under 400 million USD, even though sales exceed 7 billion USD. The problem is the …
|Ticker|QScore|Rank|Tier|P/E TTM|Share Price|Fair Price (Earn.)|Price/ Fair (Earn.)| |:-|:-|:-|:-|:-|:-|:-|:-| |ADBE|870.62|7|Gold|12.49|227.25|327.42|0.69| |EVR|842.16|13|Gold|17.25|334.56|349.02|0.96| |LOPE|840.42|14|Gold|18.37|152.44|149.4|1.02| |REGN|816|20|Gold|15.74|663.4|758.88|0.87| |ZTS|812.67|21|Gold|11.95|75.3|113.4|0.66| |CPRT|807.01|24|Gold|17.16|27.64|28.98|0.95| |RMD|805.71|25|Gold|19.06|199.73|188.64|1.06| |FDS|803.48|26|Gold|16.37|256|281.52|0.91| |FHI|788.84|31|Silver|11.31|59.62|79.05|0.75| |DECK|785.94|36|Silver|14.96|109.83|110.1|1| |KNSL|768.94|45|Silver|15.05|345.77|344.7|1| |ESNT|765.05|47|Silver|8.68|65.03|112.35|0.58| |PYPL|759.23|49|Silver|8.14|46.72|86.1|0.54| |LULU|755.58|51|Silver|9.43|121.14|192.75|0.63| |ACGL|749.07|56|Silver|7.36|102.66|209.1|0.49|
Everyone keeps asking why **Salesforce keeps dropping**. Almost nobody asks **why it was so high to begin with**. On paper it looks cheap: strong revenue growth, a PE below its historical average, the classic "**great company at a good price**." …