As measured by the Standard & Poor’s 500 Index, U.S. stocks have risen more than 20% since they hit a trough in mid-October 20221—a dismal year that brought the S&P 500’s worst calendar-year decline since 2008 but just its second loss in 14 years. They’ve roughly doubled in value since the pandemic-induced low of March
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There’s a $13 billion fund that you likely have never heard of that has tripled the returns of the average hedge fund over the last 20 years. The most surprising thing is that their investment strategy involves buying and selling the same few hundred stocks. Let’s dive in! Greg Poole founded Echo Street Capital in
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Thanks to everyone who suggested possible 10-100 baggers yesterday. I charted 17 of these possible multibaggers below. To compare their growth and valuation. I also charted some of the financials of 5 of the companies below.👇🧵 $FND Floor & Decor Holdings is an absolute beast of a company. At a P/E of 36x, it is
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One of the most compelling momentum divergences I’ve seen in a while, as yields hover around 10yr+ highs…
There is only one other period in the historic record where the largest companies beat the smallest companies by so much over a 20-year timeframe. That was the 20 years to 1999. The 20 years after that witnessed the total opposite: Large Caps got crushed by Small Caps.
We believe conventional investment strategies are poised to undergo a significant restructuring, placing a prominent emphasis on investments in hard assets. As illustrated in the accompanying chart, the valuation history of 60/40 portfolios unfolds through extended cycles, and we are currently experiencing another critical juncture in this dynamic. In August 2021, the combined valuation of
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Multibagger stocks are available 365 days of the year IF you know what to look for. Here are the top 3 resources that will help guide you to know what to look for: Global Outperformers by @dede_eyesan My favourite quote from the book: “As expected, a large part of global outperformers was concentrated within the
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Here are the responses to the question: “What’s your favorite idea with a market cap below $500m USD right now?” Thanks to everyone who contributed! 🙏
We have literally never had a better stretch of good news for the US cannabis industry like we’ve had over the past few weeks. ✅ HHS Schedule III Recommendation ✅ SAFE Banking headed for a Senate vote ✅ NY finally opening their adult use market to all participants If you’re not super bullish on this
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$DG makes an ugly cover — on the same day it gets slapped with a “Sell” at JPMorgan. NEW COVER: Rat infestations, blocked fire exits, expired food and machete-wielding shoppers — the stories from Dollar General employees are the stuff right out of a retail nightmare. View on X here.
