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Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

Focused Compounding

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Is It a Net Net?

There's some things that are close to being net nets. I think in the last month or something they've moved away from being them. Being a manufacturer is helpful for showing up as a net net. And Retailers it's tricky a lot times. So that's usually it and then obviously In addition to net nets, you know, you do have Financial companies that trade below book or real estate things or something like that. It's not exactly the same thing But that's the strategy update of like Marty Whitman and people like that.

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