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2min chapter
Are UK Stocks Really a Bargain?
Many Happy Returns
Analyzing the Valuation of UK Stocks
The chapter analyzes the valuation of UK stocks in comparison to Germany and the US, expressing concern over the lower forward price to earnings ratio and arguing for a potential re-rating upwards. They also highlight the shockingly low price to book value in the UK compared to the rest of the world.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode