🎙️ An Exceptional Valuation

[3 minutes to read] Plus: The best-performing assets since 2011

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Shawn O'Malley & Matthew Gutierrez
December 09, 2024

By Matthew Gutierrez and Shawn O’Malley

We’ve missed you guys! Hopefully, you haven't already forgotten about us.

We’re working hard on what comes next — as a reminder, starting in January, this newsletter will be devoted to covering the most interesting investment opportunities in markets and breaking down a range of different business models in the hopes of making you just a little smarter about investing.

As we have our heads down working on these yet-to-come weekly deep dives, we wanted to just drop in and share some things we are paying attention to in the meantime (below.)

Oh, and let us be the first to tell you that we’ve picked the first company we’ll be breaking down. It’s the only publicly traded stock in the U.S. that enables you to invest in two major North American sports franchises. Sounds compelling, right?

More on that to come later.

— Matthew & Shawn

Here’s today’s rundown:

POP QUIZ

Baseball phenom Juan Soto, just 26, is signing the most lucrative deal in sports history — over 15 years. What is the total value of his contract? (Scroll to the bottom to find out!)

Charts of the Week

Source: Financial Times

Source: The Wall Street Journal

Source: Creative Planning

Headlines We’re Watching

📱 Apple ranked as the best-managed company in the U.S. — shares hit record high

🛡️ Meta spends more than any U.S. public company keeping Zuckerberg safe

🤔 Why Billionaires underperform the S&P 500 (you only need to get rich once)

🍫 Reports of a takeover send Hershey stock soaring

👮‍♂️ UnitedHealthcare CEO shooting latest: Person of interest under arrest

📈 Bitcoin crossed $100,000, and now Wall Street sees $200,000 following soon

Quick Poll

What do you expect the approximate average annual return of the S&P 500 stock index to be over the next 10 years (without adjusting for inflation)?

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Last Monday, we asked: What type of stock investments do you want to see covered in our “new” newsletter starting in January?

Most readers say they want company analysis on “quality compounders” or “anything with good value.” Perhaps because Big Tech is widely covered, most investors surveyed said they would rather read about value, deep value, and small- and micro-caps.

TRIVIA ANSWER

On Sunday, the Mets agreed to sign Juan Soto to a 15-year, $765 million contract, which is believed to be the largest sports contract ever.

See you next time!

That's it for today on We Study Markets!

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All the best,

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