
Market is Not Offering Us Many Value Picks, But There Are Still Few Left..
Market currently looks so overvalued as by Shiller’s P/E 42 it is the most expensive market ever after the dot.com bubble, when the Shiller P/E was 44.
Value Investor, Stocks Analyst, Deep Company Research
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Market currently looks so overvalued as by Shiller’s P/E 42 it is the most expensive market ever after the dot.com bubble, when the Shiller P/E was 44.

Magnificent 7 companies are some of the highest quality companies in the world with huge market caps and ability to compound.

In February I made a post on my X about outperforming this year, and you can guess what kind of response I got..

Listening to some older Li Lu’s podcasts and speeches I hear one of the quotes that seem so simple and straight forward that gets taken for granted and overlooked..

After all of the most important superinvestors and hedge funds reported updates on their Q2 portfolios there were two things there were most shocking..

After a lot of events in the market and during the earnings season, I decided to reveal my portfolio and to expand on why I own something and why I made some sells..

If you have been into investing even for a year, you must have heard a saying from Peter Lynch, which goes like:

This is not going to be a deep breakdown or usual educational article, but it is something that raises concerns about where the AI spending is going..

Looking at what is happening with gives me the view into the future, and what can and will happen to the most overvalued AI stocks.

Just when I was saying how there is not enough opportunities in the market something came up!

I already spoke how current market is overvalued, and how there is not that many great ideas for value investors.

I have been searching for a stock to put my cash in, and it has been quite a task since the current market is one of the most expensive, if not the most expensive, in history.

This Must Be The Most Overlooked AI Play in the World..