Hey all, I’ll be changing back to an unpaid Substack, and providing content about once a month. The take up on the paid subscriptions hasn’t been sufficient to cover my time so I will have to focus other things. I really appreciate the interactions and engagement and thanks to those who have been super supportive.
Isn't increased discounted cost of capital even more problematical for Growth Stocks/Emerging Tech ?
having trouble with Value Stocks due to the increased discounted cost of capital which their discounted cash flows rely on, particularly if M&A activity and leverage is reduced. I am focused on the Growth Stocks/Emerging Tech supported by Long Gold and Short ‘long duration’ Bonds (TLT).
Isn't increased discounted cost of capital even more problematical for Growth Stocks/Emerging Tech ?
having trouble with Value Stocks due to the increased discounted cost of capital which their discounted cash flows rely on, particularly if M&A activity and leverage is reduced. I am focused on the Growth Stocks/Emerging Tech supported by Long Gold and Short ‘long duration’ Bonds (TLT).