
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Focused Compounding
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The Dangers of Going Public
I mean how many of these companies are going public at two three four hundred million dollar market caps For where you can find it early, right? They go public at a billion plus at very high valuations and then maybe they pull back from there And that's when you know potentially you would see it or come across it. It's kind of past that phase of wanting to find it early at a little multiple before anybody else notices it Yeah, it's a bit like a conundrum a little bit Mm-hmm When things are going well, they often get a high price forward and everything we talked about with the container store.
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