Focused Compounding cover image

EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More

Focused Compounding

00:00

What's the Fagging to Do?

In two thousand 21, from an investment perspective, things we owned performed better as stocks than i would have expected. I don't know why there's meaningful sort of correlation when we're in different industries and not so much into some things that have been popular previously. And maybe it shouldn't be a surprise, just because of what they did in two thousand 20. It was a very eventful year newswise o, as in things that don't actually have to do much with the portfolio. So, things like munger investing in baba was a big surprise for methat's a feel like, you know, absence of fed and interest rates and all that sourcMaybe that's what

Play episode from 53:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app