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Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

Focused Compounding

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Is All Es a Stock That's Having a Tough Slog?

We'll go over some of the questions that listeners had emailed into me. To be able to do that in the future, i just email them to me at andred focus compound dot com,. I will cue it, and then we'll bring it up on the podcast. All es is a stock that we've talked a few times about on this podcast, has a valuation i just don't understand. What explains such disparity in valuations across companies and industry? Question mark, is this management really worth a growth multiple? And what typically a tough industry?

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