Joe Frankenfield
SagaPartners
Just some Sunday afternoon thoughts that popped into my head as I read @morganhousel’s fantastic book The Psychology of Money.It really helps to minimize any feelings of regret when investing
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The debate between value vs growth continues to make headlines, stemming from growth stocks’ outperformance relative to value and the long-anticipated rotation back into value stocks. Here's a little thread
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@richard_chu97 brought up some great points about valuation. The original thread simply looked at sales fundamentals and the number of companies that were able to maintain high sales growth rates
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A little thread on growth expectations:1) Given the increasing focus on “growth stocks” in recent years, thought it would be an interesting exercise to look back at the fastest growth
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