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Top Media/Telco Trades of 2024
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Top Media/Telco Trades of 2024

Top Themes of the Week

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CrimsonRock
Dec 18, 2023
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Top Media/Telco Trades of 2024
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Happy Holidays!

Navigating the world of investments can be overwhelming, but after examining strategies from 1950 to 2023, I’ve found consistent themes and performers.

  • Value investing, which involves buying stocks that are undervalued relative to their intrinsic value, has consistently outperformed the market

  • Stocks with a high dividend yield have also tended to outperform the market

  • Stocks with key ratios that are low can outperform the market

    • Price to earnings (P/E)

    • Price to book (P/B)

    • Price to sales (P/S)

    • Price to Free cash flow

  • Small cap stocks have outperformed large cap stocks over the long term

In our quest to grow portfolios, 2024 presents fresh opportunities! While a “wait-and-see” stance might suit some, I've been busy researching potential ideas in various sectors for the upcoming year. This isn't just for seasoned pros as we saw in 2022-2023 results. Newcomers, this is your chance for insights and inspiration in the investment game. These are the top companies to own from the media and telecommunications industry.

Top Media/Telco Trades of the 2024

Telco CEOs Today and in the Future

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