Google Is Not a Recession Per Stock?

Google and companies like it are kind of an early warning sign for a slowing economy. Google is not a recession per stock, but if you look over the cycle at the earnings power of Google, I find it's far superior to Apple. Almost all businesses have their problems,. But if I can buy a stock for 10 times earnings or 15 times earnings, those problems aren't so bad.

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IN THIS EPISODE, YOU’LL LEARN:

03:01 - Why Logan went from being a value investor to a quantitative investor.
06:56 - What his quantitative investing strategy looks like and the pros of this strategy.
11:55 - Logan’s current outlook of the stock market and his price target for the end of 2023.
15:25 - His long term outlook for the US market, and why he thinks international markets and small cap value sectors of the market will perform the best over the next decade.
25:29 - Deep dive into Apple stock and why Logan put a sell rating on Apple.
39:31 - His valuation analysis behind Google, why he thinks Google is the most undervalued tech stock and a buy.
48:30 - His thoughts on Meta, and Amazon at today’s valuations.
53:05 - What’s happening with Bitcoin, where he sees it going in the near term and over the long term.
61:01 - His preferred way to invest in Bitcoin.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts - MI230.

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