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Strategies & Market Trends : Value Investing

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research1234

To: Spekulatius who wrote (63528)	3/24/2020 11:24:44 AM
From: William Cloutier	1 Recommendation of 78439

Thanks for your response Spekulatius. I have a tendency to think about deflation in the short term and inflation in the long term especially if this new money flows into the real economy. I'm very not inclined to own bonds and to receive paiements with money that can lose a lot of its value. Although companies with a lot of cash is synonymous of safety today, I don't want to buy companies with too much short term investments/cash not being deployed. Maybe I should include a discount on this cash reserve in those big companies and buy when the price gives me a margin of safety not only on operating assets but also on financial assets. I can be wrong. My mind is changing pretty rapidly these days. I just try to look a little bit further Will

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