
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Focused Compounding
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The Future of NVIDIA
I think that it's an issue of sentiment that may be largely on related to the stock. This is a business performance. I don't know sometimes why the multiples go the way they do with companies. It could be right for a time, but it could be very wrong. If you look at some internet 2000 things, they're very wrong about the fact that they would be growth stocks afterwards. Many of them are not growth stocks after that.
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