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One of the best PE breakdown I read. Great job!
Great write up! Love the part about how most people evaluate in short time periods negating the effects of a potentially long growth runway.
Good stuff! You might enjoy my recent post where I break down and derail my holdings. Emphasis on PE.
Leandro, Any chance you'd consider putting Best Anchor Stocks on Substack and and charge for it & publish the same content you use on seeking alpha, like Bezek did? Some of us won't use SA :)
Fantastic article Leandro! I found particularly insightful the remainder that if a company can achieve a high ROIC with an asset light model, you have to make sure its moat keeps competitors away.