Focused Compounding cover image

Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

Focused Compounding

00:00

Is the Combination Ratio Going to Contract?

The issue with these tech companies in general is that their expenses They can't just shut off the expense growth that they were having. These are incredibly profitable companies with great Capital positions. If it wasn't for them being public companies that care about what they report and care about their stock price Meta would not have become one of the big stocks because of how effective its advertising was. It's all about generating cash And access cash Sure.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app