
Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
Focused Compounding
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What's Going to Be the Most Overpriced Companies in the U.S?
There's been a big change in market cap stuff relative, right? Because like going into the year what I heard you would have been like no percentage of anyone's Uh, you know indexes and stuff and information technology or whatever they call. Some companies people bring me from those Are the most overpriced most in danger of like having really bad results at the same time as coming into itReally overpriced is anything exposed to uh residential real estate prices and things like that in other English speaking countries and stuff so, you know, uk, australia, New Zealand, Canada more so than the u.s. Mm-hmm So very true.
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