MI158: Investing for Outsized Performance w/ Jeremy Deal
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What Do We Know About a Sector?
Matrick: You have to develop a framework to say, ok, what do we know? What is knowable about a sector. In 19 92, i don't think you could have gone back to starbuck in 19 92 and projected that it would be common for americans to drink coffee at starbuck with cofy, shoppy cups of coffee. matrick: And by the way, howdings are trying to find out if they're being accepted outside the typical consensus burners gap? That's maybe just the typical consensus Burner who doesn't want to spend too much money on things he thinks aren't worth doing.
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