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The Texas Hedge
The Compound and Friends
Is It a Hypergrowth, or a Par Trade?
i think people are tring to really figure out which kind of gross stocks have posit free cash flow and margin exchange an topify. fidelity is a real company growing as fastor asterand then gabloos or alotit good businesses, and they do a good job across the welth spectrum. i won't own the 80 % margin disolating re negative free cash flow of 20 time sale stuff right now. That just doesn't feel like it's going to find its footing. Are the private markets more important than ever? Wait, hold on, before we go. There two things: One, how much do you say fidelity's revenue was 24? Case schwabs is 18
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