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7min chapter
The Year Everyone Got Wrong
The Compound and Friends
Analysis of Valuations in the Video Industry
This chapter discusses the historical performance of expensive stocks in the video industry, particularly those with high price to sales ratios. It explores the short-term outperformance of these stocks but highlights their struggle to maintain performance after 12 months. The chapter also highlights the difficulty of finding winning stocks over a long period of time, using Cisco as an example.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode