Evan Tindell of Bireme Capital
Frederik's Labyrinth
What's the Difference Between Value and Growth?
i'm curious what your process was at the time to sort of look at this kind of collective mistake and sort of, you know, putting that out there. We were not aware of the type of stocks that have been doing well. And then in like, late 20 20 with, with ou now, post, the post coved, boom in those types of stocks. It just became clear to us that it was kind of nearing the,. You can never say it's near the end, but it wasjust so extreme, a like pull.
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