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

Focused Compounding

00:00

Camly's Stocks - How Much Before Covet?

The stock has been, you know, up an to the right for the all time. If you look at it, it'll make other see just so those don't look like anything when that happened. Al we were in a lock down situation. More time of drink, baby. And it's certain categories, they get even more excited beause certain gories are growing fast and all that. What's the saying? Narrative, follws. Price again.

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