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EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

Focused Compounding

00:00

What's the Difference?

The market cap went from 17 billion to 60 onthat zero to 16 billion. Earnings from 16 to 18, yes. There's a slight difference, but very, very little. In fact, if you look like ebadon stuff, you probably there wasn't a difference. So basically, its differenceis in pricing. Mea, it's very short cycle. But to me, a lot of this stuff,. a lot of the a lot of silicon stuff, is basically oil. It's modern day for the economy a the raw material that you're getting. Um, where's its long an oil.

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