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Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

Focused Compounding

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Acyclical Growth in Credit Cycles

I thought they would buy back a bunch of stock. That that had more influence on it than anything else. And also just increase in the acyclical increase in terms of your results. I mean, swaone, well, i don't know how much they'le grow in the cycle and everything,. But if you're buying at the bottom of a multi generational credit cycle or something, and they make money an each transaction has to do with running a application or something for credit things.

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