
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
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