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Jack Burns: Advanced Asset Allocation for the DIY Investor

The Security Analysis Podcast

CHAPTER

The Long-Term Macro Dynamic of Advertising Spend

I agree last year it looked like just a fat pitch. Like you had a stock that got down, such a high quality company. So I moved too early, but I entered after that first big drop in February and March. And then I bought some more summer 2022. My average cost is probably something like $180. And now it's like $280. But yeah, I think it's worked out pretty well. It's not at a absurd valuation yet, but I could see it kind of getting there. Yeah, there's a few different schools of thought. There's the people who say that you should just coffee can things and never sell on that totally on that side of the

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