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Investment Strategies / Index Investing
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Author: tecmo   😊 😞
Number: of 285 
Subject: Re: Bubble Watch
Date: 11/10/25 12:56 PM
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Isn't that the point, equal-weight is not doing well, cap-weight is crazy due to the bubble-like valuations of a few companies?


            EPS (TTM)  PE
GOOG : $10.14 28
MSFT : $14.06 35
META : $29.07 21
AMZN : $ 7.09 34
AAPL : $ 7.48 36
NVDA : $ 3.52 53

Valuations are stretched, but I wouldn't list these as crazy... certainly not at a level where a 50% correction in valuations with these would be warranted (which is what I would label as bubble level).

tecmo
...

PS: I used AI to generate these values, I spot checked one AAPL and it checked out.

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