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Jeremy Spoke on TCAF Today

The Compound and Friends

Tech Sector Performance and International Markets Analysis

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The chapter delves into the performance of tech companies like Nvidia and major players including Amazon, Meta, and Google, discussing their market shares, premium multiples, and sustainability of growth rates. It also explores stock valuation based on earnings growth rate and PE ratios, using past examples to illustrate overpricing risks. The discussion transitions to international markets, focusing on Japan and India's positive performance, mean reversion for international stocks, and differences in market dynamics compared to the US.

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