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EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

Focused Compounding

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Is There a Slowdown?

Companies generate a ton of cash, because maybe they pull back on their payables and stuff like that. This is inventory that competes directly against itself. How do you move your inventory without doing something that causes it to see less attractive for your other inventory? Then they have so much inventory to get. I mean, how many dfferent products do they have in stuff i mean, honestly, the only one that we ever hear about probably is the man driver.

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