Group 1 - The article discusses a value investing approach focusing on classical value ratios such as low P/B, P/FCF, Owner Earnings discounting, PEG ratios, and the Graham Number [1] - It emphasizes the importance of tracking earnings growth versus price appreciation as a key element in evaluating quality investments [1] - The author advocates for self-indexing using the Dow Jones Industrial Average combined with Joel Greenblatt's Magic Formula for tax efficiency [1] Group 2 - The author has a beneficial long position in several stocks including PCRFF, PCRHY, TSLA, AMZN, GOOGL, AAPL, and META through various financial instruments [2] - The article is based on the author's personal opinions and research, with no compensation received from companies mentioned [2][4] - The author has a background in private credit and CRE mezzanine financing, with significant experience in China and Asia [1]
Panasonic's Market Share May Rise With CATL's Addition To The 'Barred List'