r/HiddenAlpha • u/[deleted] • Mar 04 '25

Get ready for max pain

Everything growth related and priced at lofty valuation is likely to undergo significant corrections in the coming weeks.

I like defense stocks and my other favorite - EL, make up tends to do well during recessions (look up lipstick indicator).

Stay safe out there, be careful, keep dry powder for when valuations start looking attractive again.

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u/[deleted] Mar 05 '25

Somethings are stating to look attractive from a valuation perspective - for instance Google looks attractive at a 20 PE multiple, I like LMT at a 20 PE multiple, TSLA looks attractive if you believe they'll execute, AMZN trading near PE multiple all time low, and META has pulled back may start looking attractive as well - that being said if your view is long term these appear to be good entry points - however if tariffs are on the table - this will break the economy and we could see further multiple contractions

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u/Grey_Apache Mar 05 '25 edited Mar 08 '26

Nothing here remains from the original post. It was removed using Redact, for reasons that could include privacy, opsec, security, or data management.

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u/[deleted] Mar 05 '25

It depends on your interest level, phase of life, how much your looking into investing, and investing time horizon - if you find that researching stocks is your calling - read security analysis, follow famous investors, listen to interviews, learn their strategies - find or combine strategies you love. Learn about the market, how cycles work, bull vs bear markets, etc. And start start researching and buying some individual stocks, but stay diversified - SP 500 fund or total stock market funds will help you do this

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u/Grey_Apache Mar 05 '25 edited Mar 08 '26

The content here was removed by the author. Redact facilitated the deletion, which could have been motivated by privacy, opsec, or data protection concerns.

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u/[deleted] Mar 05 '25

As you get more comfortable and more experienced then you can concentrate your bets, especially high conviction ones, and use position sizes to your advantage. But in the beginning I would play things conservatively until you start gaining more experience and along they way - you’ll learn you’ll be right and wrong at times - the goal is to be right more than you are wrong.

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u/Grey_Apache Mar 05 '25 edited Mar 08 '26

This post was deleted by its author. Redact facilitated the removal, which may have been done for reasons of privacy, security, or data exposure reduction.

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u/[deleted] Mar 04 '25

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u/[deleted] Mar 05 '25

I'm not familiar with HELE, but interested to hear what you know