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EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

Focused Compounding

00:00

How Do You Handicap a Covid Burst?

There's a lot of companies that you look at nowadays that, on a t t m basis, they may look pretty cheap. I would have said it was an wonderful company, but expensive if we're looking at 20 18 or whatever, and we're at the same price. That year there isn't even a real thing. It had to do with a recall. So, ye, it might still be expensive, even after dropping that much, because we're just back to where it was.

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