Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Focused Compounding
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Market Valuation and Investment Strategies
This chapter explores market valuation with a focus on the performance of MAG 7 stocks and the implications of the Shiller PE ratio. It highlights the complexities of stock tracking, particularly regarding Sirius and its relationship with Liberty Sirius XM, alongside strategies employed by firms like Berkshire Hathaway. Additionally, the chapter examines the evolving landscape of media consumption, the challenges posed by an aging subscriber base, and the financial metrics of companies within this context.
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