I disagree. I am a marco-economic based value investor. I look at companies that lift on certain trends and are so strong marketshare because of a strong coating in a certain area. Companies like Amazon, Aphabet (Google), McDonalds, Microsoft, Mastercard have such a strong place in the current market that I believe they will only grow and never dissapear. If you want to reed more about my pics. Have a look at my feed.
Well I am a polo-nomic investor. Those companies are leaders in their fields, and most of them have very strong balance sheet and huge cash reserves, but their equity price is still susceptible to volatility when the credit crunch causes investors to flee to safety.
Value investors do have longer time horizons but statistically investments do better when risk is minimized during key time periods or huge shifts in macro conditions/sentiment, yield inversion/high rates is def one of those events.
I disagree. I am a marco-economic based value investor. I look at companies that lift on certain trends and are so strong marketshare because of a strong coating in a certain area. Companies like Amazon, Aphabet (Google), McDonalds, Microsoft, Mastercard have such a strong place in the current market that I believe they will only grow and never dissapear. If you want to reed more about my pics. Have a look at my feed.
Well I am a polo-nomic investor. Those companies are leaders in their fields, and most of them have very strong balance sheet and huge cash reserves, but their equity price is still susceptible to volatility when the credit crunch causes investors to flee to safety.
Value investors have time. I am not looking for profits on a daily basis. I tried day trading, but it is not my thing.
Value investors do have longer time horizons but statistically investments do better when risk is minimized during key time periods or huge shifts in macro conditions/sentiment, yield inversion/high rates is def one of those events.