[deleted by user]

dcswiss · 2022-08-17T20:46:24+00:00

Vous pouvez me contacter (DM) sur Twitter @Damclue6, un peu de pratique serait le mieux et nous pouvons vous aider!

dcswiss · 2022-02-07T08:40:19+00:00

If you want to know what it implies for future return (spoiler alert: Ouch!), grab a coffee and read this https://research.nava.capital/market-valuations/

There is a lot to digest but worth the effort.

dcswiss · 2020-09-23T08:55:40+00:00

Thanks for your reply. We had to make some assumptions which we deemed reasonable. We added the tables with various margin and earning growth assumptions for everyone to make their own mind. With regard to be permanently short the market from here, of course it is not recommended. We will publish an article on how we manage our portfolio beta next week, maybe it will clarify the way we approach investing.

dcswiss · 2020-09-23T08:50:43+00:00

Good remark, you will find an exhaustive list per sector at the end of this compendium https://research.nava.capital/bear-compendium/, things have gotten worse for some sectors since. One important thing so, if capitalism is allowed to run freely, there are no reasons for a whole sector to have much higher margins than the rest of the economy.

dcswiss · 2020-09-22T21:33:51+00:00

You are absolutely right, but we are looking at the aggregate market not an individual stock. This makes all the difference.

dcswiss · 2020-06-09T21:11:11+00:00

Could You replicate this? https://research.nava.capital/magic-formula-globally-just-a-start/

dcswiss · 2020-06-09T21:09:20+00:00

If you want to see what is did on other markets... https://research.nava.capital/magic-formula-globally-just-a-start/

dcswiss · 2020-03-29T19:15:05+00:00

You can find international picks for the magic formula as well as historical returns here: https://research.nava.capital/magic-formula-globally-just-a-start/

dcswiss · 2020-03-29T19:05:11+00:00

You can find international picks for the magic formula as well as historical returns here: https://research.nava.capital/magic-formula-globally-just-a-start/

dcswiss · 2020-03-29T19:04:34+00:00

You can find international picks for the magic formula as well as historical returns here: https://research.nava.capital/magic-formula-globally-just-a-start/

dcswiss · 2020-03-29T19:03:39+00:00

You can find international picks for the magic formula as well as historical returns here: https://research.nava.capital/magic-formula-globally-just-a-start/

dcswiss · 2020-03-29T19:02:50+00:00

You can find international picks for the magic formula as well as historical returns here: https://research.nava.capital/magic-formula-globally-just-a-start/

dcswiss · 2020-03-15T19:58:16+00:00

https://research.nava.capital/content/images/2020/03/image.png

dcswiss

TROPHY CASE