When a hawkish central bank pushes risk-free yields higher, standard stock multiples compress in lockstep. With the 10-year Treasury yield sitting at 4.57%, paying premium multiples for unproven media ...
Dear readers, you can read my previous bullish calls on APP for free here. AppLovin (APP) is one of my favorite Inflection opportunities. And even though I'm clearly biased, I don't shy away from ...
PayPal’s stock (PYPL) has recovered over the past month. Yet, it remains at rather depressed levels. This is mainly due to persistent investor worries over increasing competition in the digital ...
With the 10-year Treasury yield sitting at 4.57% and pinned in the 98th percentile of its 12-month range, the bar for owning equities, especially rate-sensitive ones, keeps rising. That math punishes ...
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