Fair P/E multiples as a function of Growth and ROIC

I always thought I was a bit more valuation focused than the average investor, and this likely results from my academic studies which was quite focused on methods. Sure, no science at all, but art and so forth, but some simple truths are important …

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Food for Thought #54 // Links

Includes: 2022 mistakes to avoid, Russia, Japan, Energy, …

Food for Thought #27 // Links🔗

This time the most interesting content and Food for Thought I stumbled over includes: CD Prodject, key lessons on value and growth demagogues, ROIC, GME, Haier,