
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Focused Compounding
00:00
Investigow Bottom on 20 15 or Something?
My carn is incredibly cheap at times in the past. Some of these stocks that are very popular, um, and look like value stocks, i wouldn't be interested in because of the sic. Locality suggests that they're not really very cheap. Sometimes you see these cyclical companies ere showing like, two to three times earnings. That's like the wrong time to buy into these greagt what was it in 20 when it bottomed out? The return? Investigow bottom on 20 15 or something? Ye, what was the p or what? Well, let's start with er, ye, let'swhat earnings in 20 15e p s, 2 dollars and forty
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