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

Focused Compounding

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Those Aren't the Worst Cases, Right?

A stock like this cond be down 70 %, i'd still call it a bit expensive. That's ewel, tha's what the you sayngs oo, expensive. And then it triples. Our quadrupled. I mean, v there's aps called taptorya beer drinker, but it's like witer theres. Are so many dank brands? Yes. Now, sometimes there're fewer brands than you think because some of the brands are owned by very big beer companies. So that is one issue. But if we look at market share changes over time and suff in these new categories, they change a lot. It really doesn't even

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