EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Focused Compounding
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Is This a Seli Conductor Company?
Pelaton is a company that trades like a seli conductor company. The revenue grow, sometimes shoots up for brief periods, and oo, the gross margins change a lot. When you grow this fast, it's very hard to know if it'll continue and how to manage things.
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