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ATC (Absolute Total Compound)'s avatar

Earnings × P/E = Market Capitalization

Earnings × ROIC = Intrinsic Value

Weighing Ratio

= Market Capitalization ÷ Intrinsic Value

= P/E ÷ ROIC

.

Benjamin Graham — 'In the short run, the market is a voting machine but in the long run, it is a weighing machine.'

Eric Messenger's avatar

I’ve been studying for a long time but always fundamental value investing. I do fine buying at bottoms but always sell too early. That’s why I need to learn to spot a try change in upward momentum.

The Few Bets That Matter's avatar

There's always something to improve in investing!

Tiago de Almeida's avatar

Thanks for the article, incredible work.

The Few Bets That Matter's avatar

Appreciate the comment! More when it comes from, hopefully!

ATC (Absolute Total Compound)'s avatar

Profit growth most likely to survive longer if the ROIC is strong.

Daniel Callamand's avatar

Hey, any recommendations on short technical analysis books?

The Few Bets That Matter's avatar

To me technical analysis is two things: price action and volume. The rest is too complex or doesn’t add any value.

So based on just this, my favourite book is “the perfect stock". It’s not about price action per se but it explains why it matters, why it works, and why simple is better.

There’s also " how I made 2M on the stock market” which covers the same type of topic.

Price action matters, but what matters more is to understand why it matters, and how to use very simple indicators.

Jamie Wagland's avatar

Great read. Excited for this years returns!

The Few Bets That Matter's avatar

It’ll be huge 🤝

Mitul's avatar

Great article. I like your methods! One error I found in the beginning. Earnings x P/E = stock price, not market cap. Market cap is stock price x # of shares. I'm sure it was just a typo.

The Few Bets That Matter's avatar

It is! Thanks for pointing that out, I meant net income by "earnings", not EPS. But I'll make that clearer!