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Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

Focused Compounding

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Streaming, Is It Cheap as a Tex Stock?

Ned: The problem is that the capx can be very deceptive, because all goes into casual from operations. So when you say you think it's actually cheap as a tex stock, ye, how are you thinking about that? Price? Alue abel, i cot things. If we look price to sales, looks very reasonable. It's two point two and a half times. Ev to sales, two point eight. See? Vt bda, that's a very strange measure for this kind of company though,. Eso, basii, don't ee you escribe neflix parallel oposite of a winter takes all ot it.

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