Noah
@antibearthesis
❌🐻
Turning falling knives into multibaggers.
Not financial advice.
가입 June 2023
2.3K 팔로잉 중 25.4K 팬
The market is handing out something we haven’t seen in a while.
Forward P/E:
• $NVDA ≈ 20x
• $AMZN ≈ 27x
• $MSFT ≈ 20x
• $META ≈ 17x
Why wouldn’t an equal-weight portfolio of these 4 beat the S&P 500 over the next 5 years?
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