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Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Focused Compounding

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Why Are Your Stocks Down?

The main reason why some ould be downed more than others is because expectations are for earnings to decline in the next year or two years. I think that's the biggest reason why a specific stock really s down a lot versus others. And so it's really common, right no where, people are looking at the acyclical situation that they're in. So things that they expect, would that they can predict pretty easily, are going to have lower earnings for a while and might want to get out of that and into something else.

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