Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
Focused Compounding
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The S&P 500, Progressive Carnival, and Luxautica
All but one outperformed the S&P 500, Jeff. Luxautica was the best performer 57% in the carnival since then is down about 44%. So it has changed on some of them. The big ones are carnival. I did not expect that to take as long as it did with COVID and how badly it affected the cruise lines. That's completely different. Bank of America better. It's more attractive now than it was then probably.
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