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...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...One, Apple shares have gotten more expensive, so the p/e value of the things have gone up. So he’s thinking, I bought this thing, I’ve made a load of money on it....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Audio mix and original music by Breen Turner. The FT’s head of audio is Cheryl Brumley. Read a transcript of this episode on FT.com...
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
...Sound design is by Breen Turner. Read a transcript of this episode on FT.com...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
...Original music and audio mix by Breen Turner. The FT’s head of audio is Cheryl Brumley. Read a transcript of this episode on FT.com...
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first Letter in response to this column: Da Vinci is wrong target for climate protest ire / From Bruce Couchman...
...Sare’e identified the downed aircraft as an MQ9, a type of unmanned aircraft known as a Reaper drone....
...Lucy FisherAnd Robert Shrimsley. Robert ShrimsleyHi, Lucy....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
...Our sound engineers are Breen Turner and Sam Giovinco, with original music by Metaphor Music. Topher Forhecz is our executive producer and our global head of audio is Cheryl Brumley....
...Original music and sound engineering by Breen Turner. Cheryl Brumley is the FT’s global head of audio. We’ll meet again here next week. [MUSIC PLAYING]...
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
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