NasdaqGS:GOOG.L
Earnings Growth Drives Total Return and Dividend Income
2018-10-03
Introduction This article was inspired by an interesting debate between two commenters on my most recent article “Why a 15 P/E Ratio Represents Fair Value for Most (Not All) Companies: FedEx – Part 2 Found Here.” In a nutshell, the argument revolved around whether dividends were a driver or a contributor to total return. Interestingly, […]
Are FANG Investors Playing the Role of Greater Fools? Analyze Out Loud Analysis of Facebook, Amazon, Netflix and Google
2018-08-14
Introduction The greater fool theory is an investing metaphor that suggests that if you pay more for a stock than it is worth (intrinsic value indicates) that you are only doing this on the basis that a fool greater than you will come along and willingly pay you more. When you think about it, the […]