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I don't feel like I added much value via analysis given much of the price appreciation was due to PE expansion.

This line kind of hit a chord, today I was looking at COST, this is a small position that I managed to not to sell of the purchase I made aftermath of AMZN's wholefoods purchase. Costco was trading around 25 PE at that time (my cost basis was $160), and while the earnings have increased, the price appreciation to $290 is mainly the PE expansion to 36. Costco is a great business, I shop there regularly, I like the company, its products, services etc, but 36 PE?

If democrats win and reverse the tax cuts to corporation, that along with a garden variety recession can still do a significant damage to share prices.
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