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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

Focused Compounding

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Is It Qualifiable?

With somting, tha's not quantifiable. Is more like a, a, a one steak sauce. Riht, good steak. Sa, is the best, the worst, whatever. It defines the category by you deciding that if that's what you have, that's what it should taste like. So that's the advantage. I would rather invest in a company that was am. Ad sowoud be like w d forty. That way, a, you know. And there's lots of examples of that. The one that i think they gets mentioned a lot in like, a a mico economic theory things.

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