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The Death of Growth Stocks
Vincent Cevallos: I think we are seeing tremendous disruption, tremendous innovation across the economy. But again, my problem is, like you said, your company trades for five times EBITDA. That works if you have very low yields and very fat curve, right? It's like, you know, master's so well, oh, I'm gonna take these like moon shots, right? He has the luxury of time,. And then, of course, the infinite resources that he has. If you are an Argentine or Venezuela, or even a regular country with 7% and 8% fish, and your time horizon just shrinks, his ability to think for the long term