“10 Stocks to Buy! Value Investing Quadrant Update 2H 2026”
ASML is too risky for value investing due to high valuation (P ratio in 50s); potential upside requires excessive market cap growth.
Next one, ASML. Much less risk there from a business perspective. However, risk from a price perspective because we discussed ISML a year and something ago. Good risk and reward here.
It was on this part of the quadrant where we'll discuss other buys. But then what happened? The stock price went from 560 to almost 1,500. The business is still the same. The P ratio was in the 30s 20s.
Now it is in the 50s. That changes the risk and reward for a long-term investor.