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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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Totally Cyclic Business

There are some super cyclical businesses that I would look at and sure, you know, what I'd buy them personally or whatever Maybe I am not again spying us Totally cyclical business if you get a really great price on it if it's very safe From a financial perspective. This thing is not going out of business The the most important thing about notGoing out of business generally is you produce cash flow from operations Especially free cash flows great, but certainly cash flow from operation all the time. That's always a big help. You especially want a very small amount of liabilities like really small liabilities relative to the size of your business and then having current assets and Quick assets so having you know

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