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Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

Focused Compounding

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The Surreal Experience of Hilton Foods

I've never had this surreal experience in terms of For any extended period of time it's happened on given days or a week. I mean we're down 12% on the year Yeah, literally we're back to like 2019 levels. There is a lot of Stimulus and a lot of credit expansion so that tends to inflate asset prices and things And there's a lot of optimism that people have It's even more than that like bearishness or something like that. We really like Hilton foods. It's pretty much at an all-time high. It didn't even fall at all like that was like one of the only stocks that just like did not move when the whole world was

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