The commonalities of Buffett portfolio – cheap, fixed income, repurchase
HP is an important and good company, but not a good stock?
Global semiconductor chip market in detail
Significant changes in Broadcom’s business approach
A reader once asked me when I discussed the valuation of the software industry on section 3-2 of my book “The Rules of Super Growth Stocks Investing.” mentioned that the P/E ratio of software companies is about 20 times; I also said that the P/E ratio of software companies is about twice that of hardware … Continue reading “Software PE ratio is about twice that of hardware. What is the basis?”