Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Focused Compounding
00:00
Valuation and Industry Outlook Analysis
This chapter delves into the comparison of valuation multiples between old economy and tech companies, examining industries trading at low multiples like coal, construction, and engineering while discussing the future outlook of sectors such as tobacco, utilities, and office supplies. The conversation also explores the impact of ESG considerations on stock prices and implications for investors, along with a focus on supermarket and airline stock valuations, market perspectives on supermarket stocks, and the effects of inflation on industries like supermarkets and housing.
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