10 Comments

Great post I couldn’t agree more! It’s a mistake I find a lot of newer investors fall for (myself included).

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It’s easily done. Especially during periods like now where even expensive companies seem to only get more expensive.

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Nice work; thanks for drafting. The word "might," in your last sentence is doing some heavy lifting :-)

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Thanks for the kind words. We’ll see how the 8% growers at 50x earnings do in 10 or 20 years đŸ˜€

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Excellently written

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Thank you!

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I couldn't agree more.

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Thanks! It’s nice to know that I’m not alone in my view đŸ˜€

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l admire Huber a lot. He really helped me with his framework for evaluating equities. Nice article!

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Thanks. I enjoy following John too. He puts out some great work.

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