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[QUOTE="XLCenterFan, post: 3596190, member: 8712"]
I am not worried about the valuations of WFH companies.  Even if the tide subsides somewhat, this is going to become a normalized trend IMO.  But then again, I don't even look at numbers like that anymore.  When I first started investing around 2006ish, I used to pour over numbers and consider them all.  I found myself going crazy, and ultimately realized that the time I spent considering those numbers was not making me a better investor.  Since then, I purely go off of where I see consumers moving towards.  One summer, I was on vacation and looked down at the table...there were literally like 9 Apple devices sitting there. My wife and I bought a bunch of stock, and bingo!  About a year ago I noticed people saying " just Venmo me," as they say "Google it," or "I need a Kleenex."  When a brand starts becoming a verb, buy.  I did, and bingo!  When the pandemic started, my calendar became absolutely filled with Zoom meetings.  I bought in, and bingo!  Tracking consumer trends and discussing ideas with people is how I invest now.  Sometimes I hit and sometimes I miss, but my hits outnumber my misses, and I'm OK with my current approach.  I do always prefer dividend stocks, but that's not really "looking at numbers."
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