
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Focused Compounding
00:00
The Five Stocks That Make Up the SCP 500
96% of the performance this year is from the five stocks Apple Nividia Google What else was in there Microsoft and I mean those are what? Mm-hmm now the valuations at 30 times PE is probably questionable. But they're also very large right so you know out Many of them dominate the areas that they're in if they get into new business areas then that would be where we will expect a lot of growth.
Transcript
Play full episode