vaekst-hastighed i forskellige aartier

[tommycarstensen]

Hej alle,

Jeg har et spoergsmaal.

Jeg plottede lige vaekst-hastigheden for omsaetning og drifts-indtjening for virksomheder i Russell 3000 for de seneste 10 aar; jeg har fjernet outliers. Medianen er i begge tilfaelde cirka 5,5%.

Mit spoergsmaal er, om der er nogen, der har vaekst-hastigheder for andre aartier og/eller perioder paa ti aar? Meget gerne 1980erne og 1970erne, hvor inflationen var noget hoejere.

Jeg spoerger, fordi Lynch havde foelgende kategorier, som jeg ikke er sikker paa giver mening i dag:
'One Up on Wall Street': Peter Lynch's 6 Categories of Stocks
https://www.gurufocus.com/news/711216/one-up-on-wall-street-peter-lynchs-6-categories-of-stocks

Slow growers (sluggards)
"Often, they are companies in an industry that has lost momentum, and their charts resemble the topographical map of Delaware: simply flat."

Medium growers (stalwarts)
"He also expected annual earnings growth of 10% to 12%"

Fast growers
"small, aggressive new enterprises that grow at 20 to 25 percent a year."

Til dem, der ikke kender Peter Lynch, saa er her et udklip fra Wikipedia:
https://en.wikipedia.org/wiki/Peter_Lynch#Fidelity_Magellan_Fund

In 1977, Lynch was named head of the then obscure Magellan Fund which had $18 million in assets. By the time Lynch resigned as a fund manager in 1990, the fund had grown to more than $14 billion in assets with more than 1,000 individual stock positions.[15] Taking over when Magellan was a small fund, Lynch had no restrictions on what assets he could buy (other than laws, such as an SEC-enforced federal law that prohibits investment company funds that are registered as "diversified" from holding more than 5% of total portfolio assets in a single company at time of purchase ).[16] He focused on individual companies rather than any overarching strategy, starting with large US companies and gradually shifting emphasis to smaller and international stocks.[16]

From 1977 until 1990, the Magellan fund averaged a 29.2% annual return and as of 2003 had the best 20-year return of any mutual fund ever.[4][17] Lynch's achieved dollar successes in a range of stocks including (by order of profit achieved - source is Beating the Street): Fannie Mae, Ford, Philip Morris, MCI, Volvo, General Electric, General Public Utilities, Student Loan Marketing, Kemper, and Lowe's.

Paa forhaand tak.

Mvh Tommy

[tommycarstensen]

Mit indlaeg blev oprettet trods en fejlbesked ("You don't have permission to access this resource" eller noget i den dur), men to figurer blev ikke vaedhaeftet. De kommer her.