When you run your bull/base/bear scenarios, what percent cagr is your minimum that you’re looking for to be interested in a stock?
IMO in a value play, if you’re not seeing at least a potential 15% cagr in your base case you’re better off just buying the market.
Tons of nuance with this subject there’s no right number. But curious what the number in your head is where you feel confident this will outperform the index over the span of your holding.