Hey, thanks for the great article! What is your opinion on the recent bank failures and their impact on the financial sector, and how does this relate to Jerome Powell's dilemma as the chairman of the Federal Reserve?
How can investors identify the potential for a distressed asset to turn around and become a profitable investment, rather than just a company that will eventually go out of business?
What is the conclusion drawn from the GMO exhibit regarding the long-term real returns of a portfolio of companies trading at 10x sales or higher against the general stock market?
Do you have any info on what is the potential impact of the war on Salesforce.com's growth and profitability in 2023, and how is the company planning to address these challenges?
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Specialized Payments Firm Flywire Is Poised To Rebound
Nice.
Squirrel In The Matrix
Hey, thanks for the great article! What is your opinion on the recent bank failures and their impact on the financial sector, and how does this relate to Jerome Powell's dilemma as the chairman of the Federal Reserve?
Discover The Warren Buffett Way Of Investing In Distressed Assets And Reaping Rich Rewards
How can investors identify the potential for a distressed asset to turn around and become a profitable investment, rather than just a company that will eventually go out of business?
When Should Fundamentals Be Ignored?
What is the conclusion drawn from the GMO exhibit regarding the long-term real returns of a portfolio of companies trading at 10x sales or higher against the general stock market?
The Bottom Is In For Salesforce.com
Do you have any info on what is the potential impact of the war on Salesforce.com's growth and profitability in 2023, and how is the company planning to address these challenges?
Microchips And Child Care
A great listen! Thanks!
LNG Shipping Cannot Keep Up With World LNG Demand
What is the current state of global LNG demand and the role of Europe, the US, and Asia in the industry?
Growth Or Value? Which Will Outperform This Decade?
It's interesting to see the shift in performance between growth and value stocks over the past few years.
The S&P 500 Continues To Look Expensive
Great insights!