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Tobias Carlisle - A Modern Walter Schloss

The Business Brew

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The Sass of Valuation

I don't hold any of these things. I bet zoom blind. No idea what the market cap was. My wife's friend is outperforming me because she bought some stay at home education company as people were staying at home. It seems like fraught with risk and to your point on skew if you're looking for high upside on the right tail low downside on the left. At this point we're still going to make the argument about sass with these valuations. Like fine I was wrong last year fine. You're four acts up on some of these names like you still think it's good risk award to take.

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