Cyclicality comes in different flavors.
Agree with finding value in homebuilders and semicap right now — seems good value, high cash generation, cyclical tailwinds
Absolutely!
Do you expect home builders/semicap to outperform the QQQ over the next 5-10 years?
Awesome read, I love your stuff Ben!
At these prices yes. I'm up to almost 20% of my portfolio between the two of them.
Agree with finding value in homebuilders and semicap right now — seems good value, high cash generation, cyclical tailwinds
Absolutely!
Do you expect home builders/semicap to outperform the QQQ over the next 5-10 years?
Awesome read, I love your stuff Ben!
At these prices yes. I'm up to almost 20% of my portfolio between the two of them.