ajtj's Post-Lobotomy Market Charts and Thoughts Message Board

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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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Lee Lichterman III

To: Lee Lichterman III who wrote (11622)	11/18/2020 9:49:26 AM
From: The Ox	1 Recommendation Read Replies (2) of 97962

We appear to be pricing in the future, not the past, so trailing sales may not be a great indicator but it's certainly something to take note of. AAPL trading at 75% or more of traditional PE value can be viewed similarly. We're not in ordinary times. I am concerned about valuation dislocations. Since TA has been working very well this year and having an upside bias when looking at it has served very well. I try not to overthink the valuation models but seeing things like insiders cashing out is a very worthy data point. Tough to balance how hard main st has been hit by the pandemic vs. how well larger companies have been able to profit from their positions of strength. Is this the future being priced in or, metaphorically, is it Nero playing music while Rome is burning....??

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