Congratulations Alex. For people who are seeing Alex's work for the first time, I highly recommend signing up. His thinking reflects the best value investing traditions, his research is comprehensive, and his approach sound. His results speak for themselves (of course, past performance is no guarantee of future returns). I've been a fan of Alex's content for over five years and I rank his writings as some of the best in the value investing community.
Hey Alex, out of curiosity what has been your inception to date returns on an annualised basis? Your fidelity reports only appear to show the 5-year CAGRs.
I have been waiting for your articles on Gurufocus for months and I miss them so much. I am glad that you launched this service (congrats!) and I feel lucky that I can keep learning from your awesome research. I just signed up. Wish you all the best!
Just subscribed and looking forward to reading your content in the coming weeks/months. Don’t you think that the current valuations of many of the companies in your portfolio are very high? I can only find few examples that offer good entry point at these levels. I know we can’t time the market and this is a long play but I find it uncomfortable to open a new position in many of these companies and the market in general.
You model Year Ended 6/30/21 MSFT EPS at $6.90. Thomson Reuters Consensus Estimate is $7.40. Does this change your outputs in your model after 6/30/21?
Congratulations Alex. For people who are seeing Alex's work for the first time, I highly recommend signing up. His thinking reflects the best value investing traditions, his research is comprehensive, and his approach sound. His results speak for themselves (of course, past performance is no guarantee of future returns). I've been a fan of Alex's content for over five years and I rank his writings as some of the best in the value investing community.
Hey Alex, out of curiosity what has been your inception to date returns on an annualised basis? Your fidelity reports only appear to show the 5-year CAGRs.
Hi Alex,
I have been waiting for your articles on Gurufocus for months and I miss them so much. I am glad that you launched this service (congrats!) and I feel lucky that I can keep learning from your awesome research. I just signed up. Wish you all the best!
Cordially,
Dunyu
Just subscribed and looking forward to reading your content in the coming weeks/months. Don’t you think that the current valuations of many of the companies in your portfolio are very high? I can only find few examples that offer good entry point at these levels. I know we can’t time the market and this is a long play but I find it uncomfortable to open a new position in many of these companies and the market in general.
You model Year Ended 6/30/21 MSFT EPS at $6.90. Thomson Reuters Consensus Estimate is $7.40. Does this change your outputs in your model after 6/30/21?
Do you manage money? Or have you been writing only? Your background doesn't say what your career and experience is...
This is awesome