
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Focused Compounding
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The Opposite of Nvidia
I wanted to talk about like the opposite of Nvidia. If you look at meta and there's a few different companies in this list where it was a very similar situation. However, they grew into the valuation and then some, which is very interesting. So what does that look like? A company that has had its multiple go down by a significant amount, but its market capitalization go up over that timeframe, right? Well, yeah, you need growth.
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