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The Compound and Friends cover image

Why Are You Even in the Market?

The Compound and Friends

NOTE

Quality Growth Manager

i think that's exactly what investors have to just understand. Riht, recalibrate your expectations and know this is going to feel a little bit different than it's felt to last, you know, 14 years. So i think quality growth, atthe growth at a reasonable price, makes a return here. These stocks used to be syclical. Back in the nineties, josh could have totally traded with us. But right now it's not right now. It's secular. Like we have under invested in energy production for ten years now, since all those shell plays blew up in 20 14,. That's now a secular growth story. The other thing that i get excited

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