Everyone is worried about valuation!

Hi bjurasz,

I’m glad that you and Jeff are worried and selling your high growth allocation down. I really am. If no-one was worried I’d really get scared. But I wish you would have done what I asked and told me what part of my analysis I had gotten wrong so that I could worry a bit too. Or do you just agree with all my analysis, or at least you can’t find anything wrong with any part of it, but you decided to worry anyway (which I guess would be a valid decision).

Best,

Saul

15 Likes