@Channa_Amare@McDonalds JKH probably got favorable terms on the franchise license as part of Wendy's turnaround strategy by their new CEO to expand into new international markets.
@FI_Srilanka Viewing P/E in a vacuum is not gonna tell you anything. There's a reason ACL is outperforming SIRA. SIRA related dues as % to assets is a high 28%, as well as receivables to sales which is at 33%. Profits are only on paper.
@Thisal92 Counters like DOCK have had extremely negative sentiment & positioning around it for years. All it takes is a tiny bit of good news or an earnings beat, that's at a smaller loss than before, to send prices high.
@Thisal92 That's how markets work, it's not just the CSE. It's all about sentiment and positioning. If everyone is long and bullish NBFI, there is no new capital to flow in to elevate prices. Earnings growth are already baked into prices.
@shanaka86 The US market is nowhere close to bubble territory. You can't use PE in a vacuum to call it a bubble, thats not how it works. This American empire is done debate is so overblown, and it's usually called out by Bitcoin maxis and socialists.
@Thisal92@danukalive There’s a reason OSEA is underperforming the other real estate plays. The market doesn’t view it as highly as the others. You’re better off buying PLR for eg.
PLR 172% YTD vs OSEA 59% YTD performance. Real estate sector is up 97% YTD
Anchoring bias is heavy here with OSEA
@germsofwar@HenrikZeberg He @HenrikZeberg has been calling for a blow off top in equities that leads to a secular drawdown and a recession that never came, for years. It's easy to call for something and when it eventually happens, say there it is, I told you so.