
1. Ok Earnings + Ok Valuation = Invest with slowly
2. Poor Earnings + High Valuation = Reject
3. Great Earnings + High Valuation = Don’t Invest
4. Great Earnings + Low Valuation = Invest
This framework only applies to good-quality stocks/Companies.

1. Ok Earnings + Ok Valuation = Invest with slowly
2. Poor Earnings + High Valuation = Reject
3. Great Earnings + High Valuation = Don’t Invest
4. Great Earnings + Low Valuation = Invest
This framework only applies to good-quality stocks/Companies.