EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Focused Compounding
00:00
Thers en Og, Is That New?
There's very little in there that isn't a financial or health care type. Stufters like valvalinem, there's not a lot. Elseye got any? Used to be big and like, telecom stuff, whatever,. So completely different at different times. You can see the history sometimes, on some of them.
Transcript
Play full episode
