Price is what you pay. Value is what you get. In this article you'll learn everything you need to know about valuation.
This is everything I've been wanting to learn, simplified and written with great clarity. Thank you very much, Compounding Quality!
Loved this write-up. Really good information!
Thank you for another insightful gem! Very clear and easy to understand. I always learn something new that I can act on. Please keep it up.
Thank you for writing this absolutely fantastic article!
Last night, I shared your website with my teenage son, and told him to read every single piece you had posted. I think you should be teaching this in university! Seriously!
Great post! In the formulate to be printed and looked at often, shouldn't it be the shareholder yield? It states buyback yield at the moment.
So helpful! I’m finding all your post very insightful. I’m a college student in Louisville, KY about to graduate. Could write about some of your career advice in finance?
This is pure gold !!
Thanks, amazing article - What screeners do you recommend to filter the stock universe?
Thanks in advance
I want to greet you from the bottom of my heart
Pleased the way you explained everything with ease and simplicity amazing !
Hey James! Thanks a lot for this awesome write up. Super helpful. Btw can you share some resources, that you found to be the most reliable, for a beginner who wishes to learn in depth about valuation? Thanks
Another winner write-up. Thanks, CQ!
Have been considerably discouraged .... My dialogue with you you has been compromised ... Sorry ... Would be my greatest wish to know that I have consulted with a extremely blessed investor like you .... Please ... If GOD LIVES IN .... email@example.com .... I believe in you
Do you prefer free cashflow yield calculated using market cap or EV?
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?
Thanks for sharing,
For the expected returns formula, how do you calculate de contraction of the P/E multiple? The assumptions are based on historical data?