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Talk Your Book: Compounding with Concentrated Portfolios
Animal Spirits Podcast
Mastercard's Free Cash Flow Drops 16%
Two of your biggest holdings master credit visa Mike on our constantly pulling from their earnings calls and they're basically saying listen People are still spending money our customers at least. I do think this the shift in sentiment from First quarter again banking crisis is this about to happen again to AI driven Market frenzy in a handful of names that are driving index performance Is a pretty remarkable shift in sentiment in a very short period of time. It's just sort of an interesting dynamic and again why I say there's nothing insidious about 2022 in my opinion, but Mastercard was up 26%.
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