MSCI: It'll Take A Little Longer For Fundamentals To Catch Up
MSCI(MSCI) Seeking Alpha·2024-11-11 04:03
Marking over three years of underperformance, which has been driven primarily by overvaluation, it's time to check if fundamentals finally caught up.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing ex ...