Investing in 'safe' companies -
During this sell-off in growth stocks, I've received many comments about how unsafe and dangerous my companies are and how I should perhaps invest in some 'value' names to capture the rotation and reduce risk.
What is 'safe' is of course...
During this sell-off in growth stocks, I've received many comments about how unsafe and dangerous my companies are and how I should perhaps invest in some 'value' names to capture the rotation and reduce risk.
What is 'safe' is of course...
...a personal decision but any business which is swimming in debt, past its prime, struggling to grow and dependent on an over-indebted government's helicopter money is *NOT* safe IMHO.
Yes, such a 'value' play may do well temporarily on the back of the fiscal jab but the...
Yes, such a 'value' play may do well temporarily on the back of the fiscal jab but the...
...sugar high will wear off with time.
The sharp selloff notwithstanding, I prefer to own the high growth, secular compounders which are growing at an unreal pace and are led by visionary founders/CEOs.
These companies allow me to sleep well at night because I know their...
The sharp selloff notwithstanding, I prefer to own the high growth, secular compounders which are growing at an unreal pace and are led by visionary founders/CEOs.
These companies allow me to sleep well at night because I know their...
...fundamentals are sound, they have long runways and bright futures.
These stocks are high-beta (volatile) but that doesn't make them high risk.
Fairly confident these businesses will be much bigger 10 years from now and I can't say the same about the 'safe' value stocks.
These stocks are high-beta (volatile) but that doesn't make them high risk.
Fairly confident these businesses will be much bigger 10 years from now and I can't say the same about the 'safe' value stocks.
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