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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

Focused Compounding

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Is the Bitcoin Market in a Bear Market?

Every speculative part of the market has gote hit. Even other parts of the market that you wouldn't consider to be speculative have got hit as well. We've had continually lower multiples on things that we own, and some things that consider by because both you've had high earnings growth and then less price. That's a major problem. I'd be happy to own more liquid things. And i id be willing to diversify more into different sorts of industries, im but they'reg not as attractive,. Not as rarg bum price or other things, the stuff that we own.

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