Rodney KingWhy can't we all just get along?
I don't see why B2B and Carlito shouldn't like each other's posts. They are on the same page and value companies with the metrics applied to mega corporations, banks, utilities, chip makers, media platforms - solid, established businesses. Good on them.
Most here, though, are looking for smaller companies with potential for big returns. We've been through a period where that strategy has been turned on its head and basically absurd returns have come to touted giant enterprises while most startups and micros have languished. It's understandable in this environment. But small cap investors still see it differently and when the signs are promising the sp created by the more conservative market doesn't matter. You can say the market is always right from that perspective but that sentiment evaporates pretty quickly once the turn is evident. Should that .13 eps potential be in evidence we may see outsized returns before the end of the year or by Q2 24.
As for citing opportunity cost, Carlito, I'll refer you to WestCoast's dare. Go ahead and pick that market darling after selling elsewhere at a loss. Better get it right is all I'll say.