It ultimately comes down to free cash flow yield

Travis Koldus runs The Contrarian (seekingalpha.com/checkout/mp_715?source=ie_pod…) and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50).

Episode Transcripts (seekingalpha.com/author/investing-experts-podc…)

Show Notes:
KCI Research On REITs, Dividends And Contrarian Investing (seekingalpha.com/article/4662180-kci-research-…)
Apple: Cheapest Valuation In A Decade (seekingalpha.com/article/3974898-apple-cheapes…)
Realty Income Shares Have Gone Nowhere For 7 Plus Years (seekingalpha.com/article/4631799-realty-income…)

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