3min chapter

The Compound and Friends cover image

No Capitulation Necessary

The Compound and Friends

CHAPTER

CSX Speed on the Top of the Bottom Line

David einhorn said in his letter, which just I think it came out today his green light letter I wanted to hear what you thought about that. He's up 18% year to date Which almost nobody else is um, there a lot of humility like I just got back everything that I Underperformed going back to 2018. We haven't had a bear market since oh 809 Our strategy is to remain position bear. And we continue to be positioned bearish as we believe we're in a bear market This differs from a correction in that a bear market takes time and is persistent in a correction By the dip gets promptly rewarded in aBear Market not so much.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode