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James Emanuel's avatar

I explore this in phenomenon in more detail, drilling down into real numbers and the math behind the investments in two Substack posts that I published recently - my conclusions are similar to yours, essentially "Not All Cheap Stocks Are Cheap, Not All Expensive Stocks Are Expensive":

1. https://rockandturner.substack.com/p/lessons-in-growth-stock-valuation

2. https://rockandturner.substack.com/p/value-investors-are-barking-up-the

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