Not all chemicals companies are expensive today. I’d screen those where current EV/Sales is in 3-5x range and more importantly where the capex is set to unfold that should improve ROE, ROCE and EV/Sales. It’s more about the individual business cycle leading to earnings growth …
More from Sajal Kapoor
Still waiting for those ~5 to go bankrupt. Future is unpredictable. We only need a few 100x over 15Y.
Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.
Temperament + Business Analysis = ⤴️
Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.
Temperament + Business Analysis = ⤴️
@unseenvalue Hats off Sir. I compared an equal weighted portfolio of your stocks above to the 2 Coffee Can stocks Abbott & Divis and your portfolio has delivered significant upside since then
— ML4TradingDoctor (@DrKRIndia) May 16, 2021
Key has to be conviction and equal weighting pic.twitter.com/6dJ1LDMSYr