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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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Is It Possible to Survive the Cyclical Cycle?

You're paying three to four times recent earnings, but you're paying You know 40 times what earnings were before covid don't like doing that of course you got the cash and you get the receivables turning into cash if things crater. If this was the opposite situation where we're not at the best moment in the cycle for but we're at the worst Then i'm interested. I mean imagine that tomorrow, you know copper For tanks and nothing this company is reporting no or earnings it's reporting losses or something But yet it still has a bunch of cash and no liabilitiesThen you're really interested if this was down the way meta's down You know 70 or 80 percent or something if

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