
Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
Focused Compounding
00:00
Introduction
The hosts delve into the importance of examining prior peaks at companies to evaluate if the present company has the potential to surpass those peaks. They discuss the use of a three-year average of net income or free cash flow in valuing companies and explore whether Meta can achieve its past peak performance once again.
Transcript
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