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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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The Stock's Drop in 2022

Last summer the stock sold off um A fair amount Uh a good amount. So it went from You know, uh, yeah drop by like what 50 in september Of uh, 2022 you had followed the company for some time Roto the stock in 2020 2019 that time frame I don't know how seriously we're about the company or if you were, but why did you pass on hilton? The Returns in the business have been getting lower over time, you know Um, and so that's basically why not.

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