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Talk Your Book: Compounding with Concentrated Portfolios
Animal Spirits Podcast
The Strength of Stocks in 2022
The fund was down 22% in 2020 to do and I always say that was an unpleasant experience, but there was nothing about the experience that was insidious. We came into the year with high starting valuations for businesses we owned although we didn't own any of the bubble type stocks. The consumer continues to be resilient It just hasn't shown up yet But people are working people are spending Every and you know the stock the housing market There's no transaction volume, but the low inventories keeping a floor under prices.
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