Why the market suddenly cares if a company makes money again
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Show Notes
After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world?
Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on:
- Why the days of growth at any cost are over
- Where to find value as the market rotates into formerly unloved sectors
- What to look for as the outlook remains subdued, and
- How to love boring stocks again.
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