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Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

Focused Compounding

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I'm a Big Fan of Amazon, but I'd Like to See It Broken Out More.

With tech, things to the big, like the fang type things, you know, nat flicks, we know what their business is. Some of the others, you've always talked about apple being tough, apple stuff a gogles, very tough. If one's excited about subscriberg tings, h stuff. You see how much parks may, the parks, they call it parks and experiences and stuff. But you can see how much it made, how much the massy parks made. Andyou have to break them out. I mean, o we love segland information. Well, saveing information from disney's most recent quarter was very interesting.

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