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> That alone, probably not. You need to have an edge. If everyone else knows it's financial health clearly, then the price is already "bought up."

This is untrue. FAANG (all healtly companies) have been outperforming the S&P500 consistently. In fact, investing in FAANG is probably the "dumbest" smart play you can make. And, alas, you still come out on top.




Yes, and Enron was incredibly healthy too. Netflix has recently seen a downturn. The "health" of companies is not a constant. Can you predict when it will sour? Or are you certain that these companies will never fail? If so, why?


It’s well known black swan events are not predictable (see Nassim Taleb), but this doesn’t mean FAANG doesn’t, on average, outperform the S&P500.

A sound strategy would also hedge against black swan events — so some money might be in gold or jewels or something. But that’s beside the point.


I think it's a bit of a stretch to say that FAANG stocks have "consistently" beaten the S&P 500. Most of the FAANG companies haven't even existed for long enough to draw meaningful conclusions from. The one that has (Apple) once underperformed the S&P 500 for 11 years from 1993 to 2004.


No one got fired for buying IBM.


false




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