fundamental analysis
Finding ownership stakesLearning how much a company's insiders own can be done quickly by looking up the company’s DEF 14A filing with the Securities and Exchange Commission (SEC).You can do this by searching the company’s filings via the SEC’s database or a company’s investor relations site.Once the DEF 14A has been located, searching the document... See more
Stocks that double within five years and then drop 30% in a month are generally best avoided, as such sharp declines often indicate serious underlying issues.
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The research emphasizes comparing returns relative to industry peers to avoid sector bias, confirming that broken compounders underperform their sector averages by about 10% over the following year.
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Market valuation metrics like P/E ratios have limited predictive power over short-term (1-3 years) market performance, with long-term context (15-20 years) being more relevant for understanding trends.
Historical S&P 500 forward earnings multiples have ranged dramatically, from as high as 22 to as low as 9, indicating that valuation alone is not a... See more
Historical S&P 500 forward earnings multiples have ranged dramatically, from as high as 22 to as low as 9, indicating that valuation alone is not a... See more
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he uses what I think is the terminal growth we use in the rDFC i.e. economy growth plus inflation that takes it to sort of 4% conservative
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