Focused Compounding cover image

EP 334. 2021 Post Mortem and Outlook for 2022

Focused Compounding

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Do You Have to Maintain Discipline?

Q: Will you read about the peers if they're way bigger as well? Am: I will absolutely a if they're true peers, like competing with them. But would i like look at banks of the same size around the country or something? Not really, no. Because it would be more like focusing on things that do the same and have the same sort of business model. Q: What is your prediction for next year in terms of economic date, company Earnings Things? Am: It's just that i doesn't matter to me or us or whatever. We're buying for the longer term.

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