“They put 15 million pounds into equity markets because they knew that even if bottom hadn't reached, stocks were still cheap.”
♫
Said on The Rational Reminder Podcast
“Europe has actually been similarly strong… forecasting 22% earnings growth year on year… clean of the energy stocks, we're still looking at 15% earnings growth”
The Markets · Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
Play from 6:35
6:35
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
argue that European equities are not a value trap because the market is cheap and offers high earnings growth despite energy headwinds
22% earnings growth YoY forecast for H2 Europe; 15% earnings growth for clean-energy-free index
Said nearby on the same subject
“AMR sports of revenue growth of 27% and earnings growth of 106%, which are both really encouraging figures that suggest their growth is due to more than just a fairly narrow fashion trend”
♫
Said on The Desert Island Investor
“If you focus on capital growth… the heavy lifting is done by the equity and the capital growth you get from the actual asset”
RS
Ravi Sharma
Personal Finance with Ravi Sharma | Australian Finance & Property Podcast ·
“We were only doing three-month minimum subscriptions. I was confident you'd need me at month four, at month 20, so I sell you on value rather than trap you in a contract.”
TH
Taylor Hirsom
Secure & Simple - Podcast for Consultants and CISOs on Cybersecurity Governance and Compliance ·
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.