the investment question is not whether they have great futures, but is whether the market (which agrees that they have great futures) is currently overvaluing t

the investment question is not whether they have great futures, but is whether the market (which agrees that they have great futures) is currently overvaluing their futures. the answer is that the weight of the market cap of each company, measured against the market cap of the entire market, tells you how much weight these companies should have in your portfolio. or just buy broadly diversified funds and achieve the same result.