The Compound and Friends cover image

We Have Lost All Sense of Decorum

The Compound and Friends

00:00

The Truth About UBS's Targets

Some of these guys will adjust their targets like into the fall. They adjusted forward where the market is already. I think you just have to like publish the last two years of like with a line scratch through the new one over and over again, showing how many times you changed it. If you look past these targets, a lot of their research is still pretty good. And a lot of them will continue to like their fundamental arguments are still really robust. It's just that they had the wrong multiple on the wrong earnings.

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