5min chapter

This Week in Intelligent Investing cover image

Pricing vs. Valuation and Companies in Transition | When ”Safety” Is Not Cheap

This Week in Intelligent Investing

CHAPTER

Consumer Staples - Are They Pricing in Having That Bad Earnings?

Consumer staples to day closed out last week at the highest forward p multiple in at least forty years. Only five of the members of the x l p have a lower p e than facebook on 20 22 numbers. And only three have a lowerP than Facebook on 20 23 numbers. The average staple constituent is supposed to cage at four %, but they're trading for 22 times their expected earnings.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode