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The Bear Market Has Only Just Begun | Ted Oakley
Forward Guidance
What Happens When You Go to a Bear Market?
I'm ted, as as you might surmise. Yes, i i'm completely with you on the profitliss. In some cases, revenue lists companies that many of them are spacks. How can you put a value on a company that is not going to even to make any revenue until 20 25? Why do you think that will have happened? And ah, how will that have differed from your current thesis? Well, if that happens, it would have been something where, ah, they've got to handle on inflation. Interest rads quick going up. That's what happens at lows in the market. When you go to a true bear market, when you get to
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