Focused Compounding cover image

Ep 353. Revisiting Geoff’s Singular Diligence Writeups

Focused Compounding

00:00

Do They Still Calculate Im Lono Posits?

The company is earning 18 % return equity when the rates are getting cut and they're nothing. Shorter term rates really didn't change much from, ike, two thousand nine for o, what, let's say, eight, nine years,. was basicly the same. And you can see it's really no change a during that whole period. The absolute level of interestrates probably matters more, and the steepness of the curve matters for them.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app