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May 12, 2020
Investors are surprised with the bounce since the March bottom. We're heading into a recession, but multiples are high, which is a strange situation, because typically multiples fall as stocks sell-off. Also, investors are looking past the recession and directly at the recovery before entering the recession itself--this is very optimistic. He is defensive. Restaurants are a question mark--how will they be profitable with social distancing? Airlines will be down for a while. He looks at companies based on the density of the consumers/audience of their business. Government stimulus and other measures: this aid is needed, but down the road the piper must be paid.
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Investors are surprised with the bounce since the March bottom. We're heading into a recession, but multiples are high, which is a strange situation, because typically multiples fall as stocks sell-off. Also, investors are looking past the recession and directly at the recovery before entering the recession itself--this is very optimistic. He is defensive. Restaurants are a question mark--how will they be profitable with social distancing? Airlines will be down for a while. He looks at companies based on the density of the consumers/audience of their business. Government stimulus and other measures: this aid is needed, but down the road the piper must be paid.