This Week on The Compound
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EPISODES
On TCAF this week Josh and Michael spoke with returning guest Jonathan Boyar, Principal at Boyar Value Group. They discussed why stock picking has gotten so difficult, the dangers of buy-and-hold investing, market concentration, AI-driven stock selloffs, and where value investors are finding opportunities today. They get into Uber, Broadridge, Booking Holdings and Airbnb, Pool Corp, Burger King, Comcast, MGM and the casino business, the pressure on sports betting stocks, plus why seemingly great companies can still be terrible investments at the wrong valuation. (Listen)
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CHART OF THE WEEK
You would think the world’s most valuable company would get the benefit of the doubt from investors. Well, you would be wrong. Matt Cerminaro at Chart Kid Matt shows that Nvidia of late is cheaper, based on forward P/E, than half of the companies in the S&P 500.
MERCH
A new Compound-Tropical Bros. collab just dropped. The Compound x Tropical Bros. Par-Tee Polo brings together everything we love about the game and the island lifestyle. Featuring a clean white backdrop with palm trees, golf clubs, golf balls, and The Compound logos throughout, this polo is built to stand out. A women’s version is available as well!
COMING UP
Next week on TCAF, Josh and Michael will speak with Mark Mahaney, Senior Managing Director and head of the Evercore ISI Internet research team.
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