Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing
Focused Compounding
00:00
The One Twelfth Market Capitalization Club
The one trillion market capitalization club is the new group. It's made up of Apple, Microsoft, Alphabet, Amazon, and Nvidia. Just five stocks account for 96% of the S&P 500's gains this year. The stock has to outgrow other stocks by 10 to 15%. If it can do that, probably 15% a year for 15 years or something.
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