
Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
Focused Compounding
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Facebook vs Over-the-Counter Markets
Facebook is a better business than over-the-counter markets in terms of the numbers. It's returns on capital are equal to basically, you know, they both don't really require capital. Facebook was growing before You're 50% a year versus this business growing it slow all those things. There's no doubt that average I've said on the podcast before though that these tech companies advertisers supported media In which the content is all provided by someone else This these companies all basically get free content from people like us.
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