Harry Stebbings
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Appearances Over Time
Podcast Appearances
That's the value investor.
That's the value investor.
His little Graham and Dodd.
His little Graham and Dodd.
Let me give you that number for five years because I don't have a Whitman because I'm on the road today.
Let me give you that number for five years because I don't have a Whitman because I'm on the road today.
But when I do this show, I have my ETF list.
But when I do this show, I have my ETF list.
And the five-year return from WorldCloud, which is the definitive ETF for SaaS, is down 30%.
And the five-year return from WorldCloud, which is the definitive ETF for SaaS, is down 30%.
And the five-year return from semis is 2.7x up.
And the five-year return from semis is 2.7x up.
It's just been a great trade every time.
It's just been a great trade every time.
And there was one month just recently where the SaaS thing bounced off the bottom and outperformed for a month.
And there was one month just recently where the SaaS thing bounced off the bottom and outperformed for a month.
And then even the last two weeks, it's kind of relative underperformer.
And then even the last two weeks, it's kind of relative underperformer.
And with the trend, these guys, the trend is your friend is the first thing that Momentum Traders learned.
And with the trend, these guys, the trend is your friend is the first thing that Momentum Traders learned.