Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
Focused Compounding
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Investing in a Company in China
All airlines in the US look very cheap versus what they were like before. Hawaiian Airlines maybe the cheapest relative to its pre-COVID past other airlines I looked at all seem similarly priced about 50% cheaper than intrinsic valueProbably and you had attached to graphs so I'm curious to hear what your thoughts are as a follow-up to last week's podcast when we talked about Airlines.
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