Ep 142: Dave Ellison: A Big Picture View Of The Financial Sector
Investing With IBD
00:00
The Struggle to Manage Valuation
You don't want to buy things that are north of two times book or two and a half times book. And then the last really big part is valuation you got to be disciplined on valuation. So there's just a lot more PMing going on there. Because you have so many names. Right now you know what I was said I was going to wrap it up there but you know you brought up the topic of valuation and again. Yes, I go back to your analogy of the bathtub."
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