Question: When earning start showing up and reinvestment slow down, will it lower valuation? or it compensate the reinvestment with ROIC? Answer: When earnings start rising and reinvestment slows down, valuation can go either up…
(And What If You Bought at 12% and the Market Moves to 15%?) This is one of the most common — and most important — questions for valuation-driven investors. Let’s break it down simply and…
It’s not just that growth stocks are "more appreciated" right now—in optimistic markets, they are often over-appreciated. If you are running a DCF (Discounted Cash Flow) analysis and finding it hard to justify buying growth…
