17min chapter

The Compound and Friends cover image

Michael Cembalest Returns

The Compound and Friends

CHAPTER

Examining the Max Seven Rally and Concentration of Power

The speaker analyzes the factors driving the max seven rally, focusing on earnings and sales growth. They compare this rally to the anti-1999-2000 rally and highlight the outperformance of max seven companies in terms of sales growth and profit margins. The chapter also discusses the concentration of power in certain companies and the potential actions by regulatory bodies.

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