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EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH

Focused Compounding

00:00

How Do You Know if You're Getting a Good Deal?

I just avoid companies like this because of the change in because of the difficulty i have with predicting people's behavior. I think there's constant thing with fitness and health things and stuff that are a, a, that basically are constantly cyclical. And so it has a natural syclical sort of thing, which is different from from coke or something, you know, from cococola,. It becomes a self defeating, instead of self reinforcing process.

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