
Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
Focused Compounding
00:00
What's the Difference Between Snap and Twitter?
Snap and Twitter both don't generate a ton of revenue versus how much it costs to operate them or seems to cost. So I mean they basically saturated their markets, right? And yet they they don't make much money,. But the biggest things like search are much better for that. There was no there was no bubble at all for Buying the stuff that I would buy Or if it was like Buffett back in the 1950s 1960s He could have just gone through the 1990s without a problem If his fund was the size that it was back then. For value investors there was just no issue for very large value investors It was an issue because very large stocks generally whether value growth whatever were
Transcript
Play full episode