10Mes·

Always remember, the company's cost of capital is your return!

Fewer investors = more equity per monetary unit


"Often an entire asset class is written off as "dead" even though it's just in the gutter. And when it's in the gutter, it's cheap. John Stepek explains why it often makes sense to buy things that people hate."


The article may be 3.5 years old, but it's still relevant:

https://moneyweek.com/investments/investment-strategy/601575/contrarian-investing-hated-asset-class-buy-emerging-markets


I'll keep buying China if nobody else wants it...

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24 Commenti

immagine del profilo
You are right in principle, but the mechanisms described only apply to (largely) free markets.
9
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immagine del profilo
Fuck Marcus! Think of Epictetus! What do you have control over! Over a crazy dictator and arbitrary politics? No Case📉
4
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immagine del profilo
Well done 👍 I also bought today. The risk/reward ratio is right for China equities. Everything else is at ATH. Clever 🙂
1
immagine del profilo
By the way, I read through your post again and thought about it. I increased my EM ETF savings plan by 30% ... if you remember. 😊
1
immagine del profilo
With every post you tempt me more ^^
immagine del profilo
I'm out... it's not profitable enough to save for the long term...👎👎
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immagine del profilo
What do you think of BYD? They have already been well punished. I always thought that when we see e-cars, they are mainly from BYD.
But they are being dragged down in the process.
On the one hand, there could be a good opportunity, but on the other hand, it's China and they're getting money from the government again. So it's fully under control
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