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Belski the Bull
The Compound and Friends
Do You Really Think I'm Going to Give You 30?
For your bear case, $200 worth of earnings, $3,600 price, that's not so bearish, an 18 multiple on earnings like that. I just don't see how we can get to $200 earnings. If we went to $3,000, I don't think we could stop there because that would be indicative of something really being wrong. And then you have exactly- Right. So what goes wrong is that inflation re-accelerates, or the consumer is out of rope and they've expended all their excess capital and things start to get really bad really fast. Is it layoffs finally? Like what is it?"
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