Leaderboard

Amazing that FFH's NTM p/e is right around ~10 years lows given the performance of the past couple years. Maybe it's just confirmation bias as this imperfect metric squares with my view that the stock has gotten much cheaper relative to the growth in sustainable earnings power even as the stock price has nearly ~2.5x'd from pandemic lows. What a ballast for portfolios since the pandemic. It looks like they're set up better than ever to go from strength to strength... here's to a fairer low-teens multiple / $1,000+ stock in '23. Knock hard on wood.