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Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

Focused Compounding

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Free Cash Flow Plus Growth

You should generally choose between cash and assets that you think you can get good returns in Um, I don't think that you should overpay for any asset But you should try to be in the asset overpay like statistically you're way out of line with what you should normally be in stocks have such a large advantage over other assets. Free cash flow plus growth might not work when put into excel it doesn't work this way. Something is missing something is leaking from your uh excel sheet here In that a cash flow has to turn into something so it has to be either a dividend yield or it's going to buy back stock Or it will build up on the balance sheet.

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