2min chapter

The Compound and Friends cover image

Netflix and Churn

The Compound and Friends

CHAPTER

How to Predict the Company's Future Prospects With a Sufficient Determination

We have lost confidence in our ability to predict the company's future prospects. With a sufficient degree of certainty. It is funny how quickly this psychological shift has happened, because before it was, everyone, 15 months ago or 18 months ago, was saying, how big could these companies possibly get? Well, now it's 20 times a 20 times twelv 12 month earnings. And i guess like this is a good lesson. Maybe never own so much of a stock that to sell it it requires a press release. Perge is a persian square letter.

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