Understanding Multiple Expansion: What Really Drives Valuation Upside?
Multiple expansion is often the unsung hero behind outstanding investment returns. Earnings growth, margins, and business quality matter but when
Challenging Your Investment Thesis: Eaton (ETN)
Consensus Thesis: A high-quality compounder to play the energy transition megatrend
Eaton is widely viewed as a high-quality industrial compounder,
Avoiding the Value Trap: What the Price Chart Might Be Telling You
How to merge narrative risk with technical validation
Value traps are where good stories—and capital—go to die slowly.
Avoiding the Value Trap: What the Price Chart Might Be Telling You
How to merge narrative risk with technical validation
Value traps are where good stories—and capital—go to die slowly.
Making better market timing decisions using DCF valuation
Market tops and bottoms are for fools and liars
"Market tops and bottoms are for fools and liars"
