
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Focused Compounding
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Front Door, Front Door Is a Little Interesting, Since It's Almost Back
Tyois not valued at ten time sales, you know. And we're at a size when we're talking about being comparable to really big car companies now, or we will be soon. So that's really hard too u come all with those price to sales type things. Doesn it mean they can't pivot and figure out some other business that's adjacent that makes them a lot of profit and stuff too? But ye, i think coin base obviously had a very attractive story to tell in terms of compared to other companies, and what they did. You know, obviously that's, that's true. I mean, we talk about over the countermarkets, and obviously it the potential and
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