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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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Predicting the Durability of a Business

I think of how overconfident Everybody really I'm talking about myself can be when it comes to like Predicting the durableness of a business. That's probably why I like You know the the regionalized businesses, you know, we talk about us lime lime quarries Mm-hmm. The prices now It's a lot safer. This is there's an element of You know, this is Peter Lynch. This is Warren Buffett We look at like quick FS Then I think sometimes we talk about these things too much by the numbers in terms of looking at the results of these companies.

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