Buy & Forget | Hong Yu | Substack

A pure-play clean electrification producer with a massive pipeline of untapped commercial & industrial tenants (Blackstone and CBRE)

Jan 17

A pure-play clean electrification producer with a massive pipeline of untapped commercial & industrial tenants (Blackstone and CBRE)

Jan 16

Exercept from an interview with Peter Lynch in 1996 about market timing

Nov 28, 2022

EV/EBIT vs EBIT Growth Rate

Nov 28, 2022

What I look for before investing

Nov 28, 2022

This was an interesting read that made me think from the point of view of a business owner and not a stock investor that relied on historical multiples…

Nov 27, 2022

100 bagger sizing They tend to be below $1b market cap - so when choosing your 20 assets to hold, don’t but assets >$5b market cap as a rule of thumb…

Nov 7, 2022

3 Key Takeaways Twin Engine Theory: The most powerful stocks tended to be extended periods of growing earnings accompanied by expansion of P/E ratio…

Aug 22, 2022

Buy & Forget

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