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EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

Focused Compounding

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Ivan, Is It a Lot of Questions on on Ali Baba?

A lot of it is the same that you would see for major hedge funds and things like that. The one thing that they're definitely skewed a lot more towardsi sort of financial, i guess you call it finte m. But stuff that is related to processing technology, things, whatever. You see a lot of that in their holdings. So even when you were saying about a pay pal, a vis master car, things like that,. They're very big in those, more so, probably, than, you know, the overall market.

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