Playboy: Love The Brand, Like The Stock
A few days ago, I was browsing a flea market when I ran into some old copies of Playboy, the magazine. It made me wonder what the company looked like today and what the destiny of a once-legendary brand had been.Decoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are wha ...