How to Trim Your Stock Up 80%

I've learned, not the hard way, but I've just learned over time, if you can get the number one player that's getting crushed, that's the way to go. If you believe that the story and the thesis still makes sense,. Sometimes the three changes. Did you buy Netflix last year? Like, similar? You did. They are now going against what they, what a growth company would want you to think about, subscriber growth. Now they went to not, they're no longer talking about subscriber growth. And it trades at 28 times and numbers are not going higher.

Play episode from 01:23:09

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app