My thoughts about GMO’s ‘GROWTH BUBBLE’
Using trailing twelve months earnings that are impacted by a recession is a mistake
growth stocks
Growth for (value) investors
Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.
The false dichotomy between ‘value stocks’ and ‘growth stocks’
What is ‘investing’ if it is not the act of seeking value at least sufficient to justify the amount paid?
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