Pareto Capital @8020Cap

80% rational, 20% vibes Joined August 2021

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Andy Constan @dampedspring

3 months ago

As I read my feed discussing all the rotation and unwind and all that nonsense, I remind myself of the two most basic market principles most misunderstand. 1. Every seller has a buyer 2. The net position of all equity assets is 100% long

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Pareto Capital @8020Cap

a year ago

@QualityInvest5 How do you come up with 20%+ CAGR for ASML?

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Pareto Capital @8020Cap

3 years ago

@irbezek *low

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Pareto Capital @8020Cap

3 years ago

@irbezek Can‘t wrap my head around their valuation tbh. 2.7% FCF yield seems pretty high for a company that’s expected to grow FCF at 8.8% from 2024-2028.

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