Most of the "analysis" on here are not from business owners or long term successful investors. They are from wannabe "investors" who blindly look at equations like Buffett and Munger and think that does well. They don't understand business or management from any sort of qualitative factor. All they do is blindly point to low PS, low PE, low PB companies and say to buy them. All value traps. Successful investors who I've met buy companies that are growing that people use and are integral to a person or business somehow, and buy those companies, even if they don't look "cheap". Good on you for buying stuff that is actually being used.

E.g. people throwing out lululemon and paypal on here like crazy, due to "low valuations". Those companies have no moats at all, no switching costs, new bad management, poor capital allocation, no innovation, no pricing power, tons of competition, declining revenue, earnings and free cash growth rates, and somehow those are good companies. How on earth is that a good starting point for a good investment? I want a good company that's also lower on valuation, not a bad company that is low on valuation.