Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Focused Compounding
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Navigating Valuations and Financial Complexities in Diverse Industries
This chapter dives into the challenges of assessing the auto industry, with a particular focus on the low valuations of European OEMs. The discussion also highlights the intricacies of analyzing diversified companies like Deere & Company, drawing comparisons to military contractors and exploring evaluation methodologies amidst financial complexities.
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