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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5535 followers
Created: 2025-07-19 14:10:45 UTC

Important reminder that time horizon matters.

0-12 mths: flows, sentiment & macro dominate, valuation signal =noise.
XX yrs: starting Fwd P/E explains XX % of the R2000-R1000 spread (BofA).

Cheap gets paid, but only if you’re funded to wait, position size & staying power decide whether you capture the edge.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946573426757439638/c:line.svg)

**Related Topics**
[macro](/topic/macro)
[Sentiment](/topic/sentiment)

[Post Link](https://x.com/Next100Baggers/status/1946573426757439638)