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InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued
Manage episode 415590622 series 2484320
Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.
(This has to do with the implications for expected returns.)
Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.
Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
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1596 episodes
Manage episode 415590622 series 2484320
Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.
(This has to do with the implications for expected returns.)
Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.
Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
1596 episodes
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