Value Investing Thoughts and Investment Ideas for 2020 |
- Thoughts and Investment Ideas for 2020
- What upside to downside ratio is compelling enough for you?
- Why does he own Bristol-Myers Squibb and slack? Ole Søeberg's presentation during the IVIC19
| Thoughts and Investment Ideas for 2020 Posted: 08 Jan 2020 04:15 AM PST |
| What upside to downside ratio is compelling enough for you? Posted: 07 Jan 2020 09:55 AM PST I'm a fan of pitches that layout an upside and downside case (sometimes base case too), and increasingly we see value investors lay out these scenarios in their pitches. After all, no matter how much homework you've done, there's always a probability for things not going your way. I'm curious to know at what rough ratio of upside to downside people feel comfortable to go for it and invest? So for instance, if your analysis shows that in the upside case the stock could go up 50%, but in a downside case could fall 15%, that's an up/down ratio of over 3. Is that sufficient for you to pull the trigger, or do you need a larger ratio to feel comfortable? Or are you comfortable with even 2-to-1 odds? Thanks [link] [comments]  |
| Why does he own Bristol-Myers Squibb and slack? Ole Søeberg's presentation during the IVIC19 Posted: 07 Jan 2020 10:50 AM PST |
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