At the annual CFA Forecasting Event on May 24 in Cyprus I presented "A Smarter Way to Look at Market Multiples and the P/E of the S&P 500". My goal was to remind everyone that the relationship between multiples and fundamentals continues to exist. This was not just a theoretical/academic exercise but a truth that occurs in the markets. As investors we either agree with … [Read more...]
Archives for May 2024
British American Tobacco with Evan Tindell
In the first episode of my newly launched podcast, I've invited my friend Evan Tindel. Evan is the Chief Investment Officer of Bireme Capital. We discuss high dividend payer British American Tobacco which is listed in London with the ticker symbol BATS. Has this tobacco stock been beaten down too hard? Watch the YouTube video below, or listen to the episode on … [Read more...]
