Tag Archive: P/E RATIO

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Equity Thursday : The Business of Stock Picking Now & Not the Past

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My good friend Zico has been in the equity portfolio management business for over 30 years but his zest is certainly not lost. I would define him as a forward thinker and a… Continue reading →

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How Do You Solve The Problem of Valuation ? How Do You Catch A Cloud And Pin It Down ?

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There has been some debate on stock valuations with banks naturally bullish (for the companies are their clients) and independent observers locking horns most recently on the CAPE methodology. CAPE stands for Cyclically… Continue reading →