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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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The Dual-Class Ad Agency Versus Other Advertising Things?

These are really weak versus other advertising things in terms of their results. They're a lot more digital those ad agencies and they're spending a lot more on that. These are not so diversified and some of them are more extreme like met eyes Maybe one of the I'm sure snap is even less but but meta of a big one is like less It's more obvious what's happening there, right?

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