2min chapter

The Compound and Friends cover image

We Have Lost All Sense of Decorum

The Compound and Friends

CHAPTER

The Most Conservative Strategy Is on Wall Street

The most conservative strategy is on Wall Street. Still sees earnings growth for next year. The biggest stocks are much more rich than the smaller stocks. This is manifesting itself and returns this year. 2022 value stocks kicked ass. Jack, we spoke about the valuation. We did the next one.

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