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It Can't Really Get Worse
The Compound and Friends
Are You Going to Start Hearing People Say Growth Is Dead?
Growth investing is dead, if they're not already saying it. We might crash through their priate, less private round of financing. Why would anybody ever look at anything other than cash flow? A total addressable market as a asametric for valuing stocks is a jo. People whove been around for three years, they have to talk about what's working because otherwise you don't keep your job. To some extent, part of your job is not just beating the market, but staying employed. And you have to go where the money is being made, like everybody.
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