Skip to content

Real Returns by Dan Mikulskis

  • Home
  • Books & Recs
  • Key investment beliefs
  • Some of my best stuff
  • Subscribe
  • Welcome to Real Returns
  • What I’ve learnt

Tag: FANG

Why FANMAG stocks are under-owned

November 1, 2020

Reading Time: 2 minutesI’ve got a whacky and unpopular theory, hear me out … The largest group of tech stocks have soared past many market cap milestones recently. If only I’d had £1 for every time I’ve read that Apple exceeded the market cap of the FTSE 100 (eye catching, but so what?) and more recently that this … More Why FANMAG stocks are under-owned

2 Comments Why FANMAG stocks are under-owned

Subscribe to Real Returns Blog via Email

Enter email to subscribe and receive notifications of new posts by email.

Follow me on Twitter

My Tweets

Top Posts & Pages

  • Becoming a Category of One
    Becoming a Category of One
  • Have asset allocations changed in 2000 years?
    Have asset allocations changed in 2000 years?
  • The Best Investment Track Record Ever?
    The Best Investment Track Record Ever?
  • The Concept of Emerging Markets is an outdated relic, we need a new paradigm
    The Concept of Emerging Markets is an outdated relic, we need a new paradigm
  • Beware the Private Markets pedestal
    Beware the Private Markets pedestal
  • The Good, the Bad and the false. Addressing 9 arguments against ESG
    The Good, the Bad and the false. Addressing 9 arguments against ESG

Most popular recent posts

  • Ideas that stuck 2024 December 23, 2024
  • Ideas that stuck 2023 January 8, 2024
  • Investing for Growth in the UK July 10, 2023
  • The Real Lessons of Buffett April 18, 2023
  • Beware the Private Markets pedestal March 29, 2023

Gallery1

Subscribe to Real Returns Blog via Email

Enter your email address to subscribe and receive notifications of new posts by email.

Join 294 other subscribers
Powered by WordPress.com.
 

Loading Comments...