As someone whose investing experience has been shaped primarily by digital assets, I’m now trying to build a more disciplined framework for evaluating US stocks and ETFs.

One question I keep coming back to is this: when market narratives shift quickly, how do experienced investors distinguish between a high-quality business temporarily trading at an attractive valuation and a company that simply looks “cheap” for structural reasons? I’d also be interested in how this same lens should be adapted when selecting broad-market or thematic ETFs. #MyStocksQuestion