
Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
Focused Compounding
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Alphabet Is a Good Business but What Are the Issues?
If you were running a billion dollar fund or 10 billion dollars or let's say you just within your mandate You were able to go absolutely anywhere with companies like meta um apple google Would those businesses start to peak your interest just based on where they're currently trading Uh on a ttm basis? I don't know. It's a very good business but the issues are Obviously, you know with alphabet for instance, we don't know that Had I put thisUm I think it's a great business. I don't knows if it's like a great organization Or very efficient or we'll do good things in the future.
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