Value Investing Price/earnings ratios of U.S. stocks based on expected earnings, by deciles from highest to lowest P/E |
- Price/earnings ratios of U.S. stocks based on expected earnings, by deciles from highest to lowest P/E
- Rakuten
- Good Li Lu Primer (WSJ, 2010)
- K2 Financial Partners | 2021 Q3 Market Update
- Deep Dive: HDFC Bank
- Special Situation: Sylvamo Corp.
- Goldman Sachs China Musings - 10 key debates on, and reasons to buy, China in 2022
- What are people's thoughts on CarMax and Carvana at the current valuations?
- What Would the Shift from Cyclical to Secular Look like in Semiconductors?
Posted: 09 Jan 2022 12:19 AM PST |
Posted: 08 Jan 2022 11:55 AM PST One of the "cheapest" large tech in the developed world (that's kinda been forgotten by global investors). Still highly dominant in e-commerce and financial services. Their new venture into telecom through open-RAN technology is also worth noting. For a deep dive: https://valuepunks.substack.com/p/deep-dive-rakuten-4755-tyo-rkuny [link] [comments] |
Posted: 08 Jan 2022 12:42 AM PST |
K2 Financial Partners | 2021 Q3 Market Update Posted: 08 Jan 2022 07:36 PM PST |
Posted: 07 Jan 2022 11:59 AM PST For those interested in India, check out this deep dive post on HDFC Bank, India's largest private bank, for an overview of the Indian banking sector and analysis of the bank business model. https://valuepunks.substack.com/p/deep-dive-hdfc-bank-hdb-us ps. not written by me, for anyone that cares about these things. [link] [comments] |
Special Situation: Sylvamo Corp. Posted: 07 Jan 2022 10:16 AM PST |
Goldman Sachs China Musings - 10 key debates on, and reasons to buy, China in 2022 Posted: 06 Jan 2022 08:32 PM PST |
What are people's thoughts on CarMax and Carvana at the current valuations? Posted: 06 Jan 2022 02:12 PM PST Both companies are growing rapidly, and COVID was a real boon to their business. Both stock prices have fallen significantly in the last few months. Do the stock prices look attractive now, especially given the growth, or do you feel they are actually overvalued still? [link] [comments] |
What Would the Shift from Cyclical to Secular Look like in Semiconductors? Posted: 06 Jan 2022 09:01 AM PST |
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