Rob’s Fundamental Stock Analysis

Rob’s Fundamental Stock Analysis

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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
This ain’t easy!

This ain’t easy!

Despite ATH for the markets

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Rob's Educated Guesses
Apr 14, 2021
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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
This ain’t easy!
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This ain’t easy!

In March you couldn’t own growth, period.  Interest rates were shooting up and this meant discounted cash flows (DCF) would kill what growth is worth and, to boot, suddenly 1.8% yielding bonds were competing for dollars.  We all knew this made little sense.  We all knew no one is doing DCF’s and 1.8% isn’t really competitive with growth.…

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