Thank you for the article. I loved it. But I'm still struggeling with the selling part. Microsoft rose a lot lately and has a p/e of 37 now. Based on tje article I would say "hold" because growth is more important. But you can also argue the tech cycle (Howard Marks) is ending and 37 p/e is too much. A´y thoughts?
Thank you for the article. I loved it. But I'm still struggeling with the selling part. Microsoft rose a lot lately and has a p/e of 37 now. Based on tje article I would say "hold" because growth is more important. But you can also argue the tech cycle (Howard Marks) is ending and 37 p/e is too much. A´y thoughts?
Thank you for the article. I loved it. But I'm still struggeling with the selling part. Microsoft rose a lot lately and has a p/e of 37 now. Based on tje article I would say "hold" because growth is more important. But you can also argue the tech cycle (Howard Marks) is ending and 37 p/e is too much. A´y thoughts?
Hi Sven,
Happy to connect! Yesterday, I've written an article about when to sell stocks. It will be published next Thursday!