This chart vividly shows the pronounced overvaluation of US equities versus the rest of the world.
It's important to emphasize that price-to-book is just one metric for comparison. Source: Bloomberg, Tavi Costa
Mag 8: Could Eli Lilly $LLY be the first trillion dollar pharma stock?
$LLY price performance has significantly outpaced the Mag 7 YTD. Source: Factset, TME
Is this time different?
Source: Markets & Mayhem, BofA
Storytelling is a powerful tool in presentations.
It connects ideas to emotions, making lessons memorable. Source: agrassoblog.org
10 Golden rules for investing by Peter Lynch
Source: Compounding Quality, Pieter Slegers
BREAKING 🚨: Black Swan ETFs
Black Swan ETFs have plunged 99% after doomsday dream scenario fails to play out Source: Barchart, Bloomberg
Invest In Assets | Stock Market Investing
If the business model is not right, the long-term returns won't be superior. You might have a temporary great management team that delivers superior results. However, in the long term, the returns will equate to the potential of the underlying business model. Source: Invest in Assets
SUPER INVESTOR PORTFOLIO UPDATES - Q4 2023 📈by Brian Feroldi
Every 90 days, portfolio managers must disclose their holdings to the SEC. Attached are the current top holdings of 10 incredibly successful investors: 1: Warren Buffett - Value Investor 2: Howard Marks - Value Investor 3: Seth Klarman - Value Investor 4: Terry Smith - Growth Investor 5: Mohnish Pabrai - Value Investor 6: Guy Spier - Value Investor 7: Tom Gayner - Value Investor 8: Mark Massey - Growth Investor 9: Francois Rochon - Value Investor 10: Dan Davidowitz - Growth Investor
