Why do low P/E ratio cyclicals make bad investments? Nov 9, 2022 Cyclicals, Education, Oil and Gas, Valuation, Warren Buffett This is a question I’ve been asking myself lately. I’ve seen many people make this comment on #FinTwit, especially when it comes to energy stocks. […] Read More
Nick Sleep letters – Chapter One Jul 8, 2021 Education, Nick Sleep letters, Valuation It’s interesting to see how successful investors like Nick Sleep think through their analysis for investing. At the very outset, he states his higher-level rules […] Read More
Buy good companies when they’re down Jun 12, 2021 Advice, Earnings Line, Valuation A simple rule for making money in the stock market that I’ve learned over the years is to buy good companies when they’re down. In […] Read More