
Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
Focused Compounding
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Is That How You Frame an Investment Case?
If you were trying to frame an investment case all round that, to me, it sounds like you're basically saying, ok, the stock, if you think it's cheap to day, right? Will play that hypothetical. So what would we have to look at in terms of what the current situation is versus the past, and, um, how things would be different? Oket, i can do that. That's easier than a model, cause i'm imagining a real time than in what it was like. And then i'm thinking, ok, what would that need to look like in the future? A few things have changed. One, cap x was higher than than it will
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