I (somewhat facetiously) consider Yet Another Value Blog (YAVB) and its associated products (mainly the podcast (YAVP) and the blog’s premium side, but also my personal twitter and YAVE twitter accoun
Had me scared at the start that this was a ' end of YAVB post ' phew! Looking forward to an exciting year and i think the podcast idea about why certain sectors are given the mutliples they have is an amazing idea. I for one would enjoy that a lot.
I'm not sure how to say this nicely, so I'll just say it... the number of baby pictures on this blog has been embarrassingly low. I expected more from you (I mean, literally... more baby pictures).
Would love a series on why sectors have range-bound PE multiples. I tend to think the ranges make no sense, but also tend to think fighting this fight is not worth it. But I find the whole concept, especially the group-think behind it, fascinating and worthy of exploration for market inefficiencies that could provide for outsize gains (e.g., coal stocks).
Happy new year, Andrew 💚 🥃
Had me scared at the start that this was a ' end of YAVB post ' phew! Looking forward to an exciting year and i think the podcast idea about why certain sectors are given the mutliples they have is an amazing idea. I for one would enjoy that a lot.
I'm not sure how to say this nicely, so I'll just say it... the number of baby pictures on this blog has been embarrassingly low. I expected more from you (I mean, literally... more baby pictures).
Would love a series on why sectors have range-bound PE multiples. I tend to think the ranges make no sense, but also tend to think fighting this fight is not worth it. But I find the whole concept, especially the group-think behind it, fascinating and worthy of exploration for market inefficiencies that could provide for outsize gains (e.g., coal stocks).