Cabrinha Notes I
The good, the bad, and the ugly.
If you were buying an entire business, what price would make you happy?
What is this? It’s a list. A shopping cart for a bear market. Ballpark prices that would be exciting to buy a business at. We’re not delusional in thinking that it’s likely these prices will be reached. But, we don’t want to to forget and get swept up in overblown negative sentiment if the opportunity presents itself. This list is a reminder for us to act - a reference to look back at.
In this post, we’re taking a first pass at the list.
The List - Version 1
KSPI 0.00%↑ < $30 billion market cap
NVO 0.00%↑ < $300 billion market cap
ABNB 0.00%↑ < $50 billion market cap
CMG 0.00%↑ < $30 billion market cap
MTCH 0.00%↑ < $5 billion market cap
AMZN 0.00%↑ < $1T market cap
JNJ 0.00%↑ < $200 billion market cap
HD 0.00%↑ < $220 billion market cap
NFLX 0.00%↑ < $180 billion market cap
UNH 0.00%↑ < $300 billion market cap
$CFRUY < $80 billion market cap
$NSRGY < $140 billion market cap
SPGI 0.00%↑ < $70 billion market cap
MCO 0.00%↑ < $30 billion market cap
AXP 0.00%↑ < $120 billion market cap
Disclosure: Not financial advice. Do your own research.
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