
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
Focused Compounding
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Are You Investing in a Company?
The vast majority of them are trading below where they spacked at No, it's actually that there were some interesting business models or good products. The only time in the u.s lately that I found things I'm totally unfamiliar with that were kind of interesting in some way have been that they were spax. So you had said that you don't typically find new ideas from screens However, a lot of the names you have purchased have come from screens but may have learned about the businesses.
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