
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
00:00
Buying a Cyclic Company - What Is It?
On multiples it looks cheap, but if we look at things like a ev to sales and prices sales, it looks somewhat cheap. But that's because the unusually am good here. It might be a bad time in the cycle to buy it, don't know. But it is not. I think the sixps venosl proba. Do you typically stay away from cyclical companies like this, just because there's a timing element to it, or i mean, why do you just not really focus on businesses like this? Well, a man knows, yeave the element to every investment, right?
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