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Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

Focused Compounding

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How to Be a Bearish Investor

I was talking about this with Vettel on the rundown which is the number one rundown show on investing in the world. He says Jeff is pretty bearish How might he advise a young lad with a lot of cash like too much cash? plus time But I said Jeff may think that but I don't think that's that doesn't mean if we didn't find an opportunity that you would buy stock Oh, that's not that at all Yeah, you draw that conclusion because you're looking at a lot of companies and a lots of companies that you've been looking at they just don't seem cheap.

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