us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Valuation

us.jpg   fr.jpg

U.S. Growth Price/Sales Since 1971

Picture37.png

Value's discount widened to TMT-like proportions since 1971

Picture36.png

Tail Event: Private Equity Has A Massive Left Tail

Picture34.png

Profit Margin of the S&P 500 since 1957

Picture32.png

Yen Spot Price / Fair Value Relative To Long-Term Average Since 1969

Picture30.png

Shiller P/E Remains Above All But 1929, 2000, 2021 Peaks Since 1881

Picture28.png

S&P 500 equity risk premium (ERP), 1926-2023

Picture25.png

Small Cap Relative Valuations Have Become Attractive Since 1976

Picture21.png

In Developed Market Ex-U.S., "Deep Value" (Cheapest 20%) Is Very Cheap

Picture17.png

Within the U.S., "Deep Value" Segment ( Cheapest 20%) Is Truly Dislocated Since 1983

Picture16.png

Syndicate content