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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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How Different Are the Clients for Ad Agencies?

Cloud is a very meaningful part of like the fang stuff cloud is nothing in terms of private type businesses and that's also another part of it. I was looking at the advertising agencies Their mix of clients is probably very different from the mix On that we see on youtube and amazon and things like that. So those are things you saw during covid that were very different Also, not a lot of small companies that do all of the internet things that we talk about.

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