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Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Focused Compounding

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The Growth of Shiller's Equity

Shiller's equity, on the other mindis gone from 100 forty eight million to one point one five five billion is well right. But if you maintain a growth of yor twentyu % a year for three years or more, something would be hard, really hard for me to evaluate. M so thats because of paying off early, refinancing, soffri. So that's just thing. In terms of this particular company, i can't evaluate it. Am, you knowi very recent. No, in almost all period. Hay're going faster than i would necessarily feel comfortable analyzing any they've probably grown at 20%. I don't know that i would be able to analyze

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