Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
Focused Compounding
00:00
OTCM or NACO and Virtu?
Jeff Gann: Is a lot of that because it's already sort of baked in. That's why it's trading at, you know, a single digit PE. I think sometimes predictability and quality is this very complicated concept is under price sometimes. And like upside is more people are more interested in that. Things that have very limited upside can sometimes be attractive.
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