5 Comments

Happy new year, Andrew 💚 🥃

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Jan 4Liked by Andrew Walker

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.

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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).

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author

hahaha i will try to correct in near future!

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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).

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