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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

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Are You Paying More Attention to Balance Sheets as Rates Rise?

Banks are stuck in things that they're more exposed to interstrat a, mismatches between li ties and assets. The tie als o say, we always sawin touchd itaye, it hasn't. But yes, i always pay attentionto about it. And i always criticise the most as companies that don't have sufficiently large credit lines. It seems like we're gtting some of the most rapid rising intres rates we've ever got.

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