@the_chart_life Think the how is very important, what's more interesting is that they attribute the success to the co being classified as "tech." dont think that's relevant at all, just happens that the fastest and cheapest cos exist in there
@PronkDaniel Checking the composition of the DE compared to 2022 would be beneficial(one time payouts, insurance, FRE), all carry different multiples. Definitely is not cheap like 2022 given that.
@BradoCapital@StockMarketNerd Have noticed that when there is a small data error on Finchat it also shows up on Qualtrim. May be something to look into
@One00Million@qualtrim@joecarlsonshow Just use https://t.co/3VqQlze0Ew. They are the originators of charts like these. No point in using a knockoff version!
@StockBookworm This is a terrible portfolio. Guaranteed underperformance vs the snp with current multiples and an infinite amount more of risk with so few holdings. Don't really see the point of this port except for style points