tag:blogger.com,1999:blog-1527840491496268397.post5873523025257441368..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: What I Would Buy Instead of TeslaUnknownnoreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1527840491496268397.post-52556030756773500092020-11-11T15:21:13.185-07:002020-11-11T15:21:13.185-07:00AER Q3 call:
Aengus Kelly -- Chief Executive Offi...AER Q3 call:<br /><br /><i>Aengus Kelly -- Chief Executive Officer and Executive Director<br /><br />I think it's fair to say that those people who have come into the sector, looking for yield over the last five years or six years, and thought this was a spread business, and they didn't need a full-scale operating platform to run the business, have found that, that is not a valid assumption. And that you most definitely do need a global platform to run this business. So we have already seen many able to take the decision, we are not going to build a full-scale operating platform. And in fact, it's too late for that.<br /><br />So what I believe we will continue to see from those type of participants that they won't deploy further capital into the sector. So I think there'll be further -- there'll be less new capital coming into the sector than was the case over the last five years. And on the other side, I believe that we will have a greater demand for the aircraft leasing product. So that's how I would see it take shape.</i><br /><br />https://www.fool.com/earnings/call-transcripts/2020/11/10/aercap-holdings-nv-aer-q3-2020-earnings-call-trans/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-48546639408059455852020-10-03T20:29:02.022-07:002020-10-03T20:29:02.022-07:00After the dot-com bubble burst, the reversal to fa...<i>After the dot-com bubble burst, the reversal to favor value over growth was dramatic. It took only a little over 2 years for value stocks to completely reverse course. By February 2002, value had outperformed growth across large and small-cap stocks over the past 1, 5, 10, and 20 years. Investors that had given up on the value premium in 1999 to chase what was in favor at the time <b>would have found themselves disadvantaged.</b></i><br />https://raffawealth.com/value-vs-growth/CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-24788478055487721162020-10-03T09:31:16.011-07:002020-10-03T09:31:16.011-07:00This reminds me of Coca Cola of the late 90s.
I re...This reminds me of Coca Cola of the late 90s.<br />I remember reading about how Roy Neuberger made the same argument that at the market cap of KO, he could have 4 of the largest industrial companies and their solid earnings. KO had good earnings and a brand name but the price was way too high to justify owning it. He was right. It saw a 50%+ decline over the next several years even as KO did decent earnings. <br />Its a reminder you can over pay even for great franchises. whydibuyhttps://www.blogger.com/profile/10101676402335591169noreply@blogger.com