you use selective data, you use updated share prices based on the latest reported holdings adjusted for movements in market price, yet you don't account for cash held. Why because it suits your purpose.
You say you don't know know how much cash is being held, well you also don't know intra month portfolio movements. Yet you still make the assumption of constant share holdings, yet don't want to adjust for cash.
But most importantly you don't account for how all your updates reflect in the future earnings of MFG and then compare that to the future PE of MFG.
Your posts are so 1 dimensional, yet the market doesn't work that way.
And more importantly your selective bias is used directly on GQG, without adjusting again for PE bands.
A very dangerous strategy.
MFG Price at posting:
$18.41 Sentiment: None Disclosure: Held
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