Investing in the Short Term Is More Signal Than Noise

i like these styles of episodes because we don't talk about current market stuff. It's nice to take a step back, think about our mental models. I will kick this off with a list of metrics that i typically look at for every company. For margins, gross margin, ebito margin, free cash flow margin, those are all pretty straightforward. And then for capital allocationp tive how is the share count? Is it trending up or down? How are the are the diluting shareholders? Are they buying back stock and reducing the shares outstanding?"