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Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective

The Acquirers Podcast

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Is Growth Too Hard to Predict?

I would lay pretty decent odds against commodity growth out performing data dogs growth of earnings over the next 10 years. I've always, it, anything that is a quality metric tends to be reasonably hard to predict. So like zoom, you might as well just plug in a commodity growth rate on GDP. Just, just say I'm never going to buy it. That's not too hard. Anything, anything growing is too hard. Well, better not be fading anything. A lot of that was interest rates. But it turns out after the fact, I don't, I would, it's always been an interest rate that still is. Some may have found the inflection in the S curve

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