The Compound and Friends cover image

We Are Ready For Prime Time

The Compound and Friends

00:00

How to Run a Concentrated Value Fund

Zoom is a real enterprise communications play and will share the market primarily with Microsoft. My one concern is it's a value stock. I never own value stocks. They usually are cheap for a reason. If we are even 10% right, the stock is going to do very well. We could be wrong, but everyone thinks we are.

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