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Josh Brown

๐Ÿ‘ค Speaker
4964 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
What You Need to Survive a Bull Market

Next chart.

The Compound and Friends
What You Need to Survive a Bull Market

So again, we're using Blockbuster, Borders, McClatchy, which was, what was this?

The Compound and Friends
What You Need to Survive a Bull Market

I can't remember what that was.

The Compound and Friends
What You Need to Survive a Bull Market

Encyclopedias, I forget.

The Compound and Friends
What You Need to Survive a Bull Market

And RadioShack.

The Compound and Friends
What You Need to Survive a Bull Market

And look at revenue per share, like of RadioShack in particular.

The Compound and Friends
What You Need to Survive a Bull Market

look what happened to the stock compared to the revenue the stock was already like down 80 before the revenue peaked which is really you know f's with your head same thing with borders holy the stock was basically a zero before the revenue peaked so uh what do you guys think about where we are is adobe ultimately just going to get vibed into the stone age

The Compound and Friends
What You Need to Survive a Bull Market

So Matt, these names all trade together for the most part.

The Compound and Friends
What You Need to Survive a Bull Market

At least they certainly did during the SaaSpocalypse.

The Compound and Friends
What You Need to Survive a Bull Market

They were all trading in the same direction.

The Compound and Friends
What You Need to Survive a Bull Market

But the top line growth, like these are not all the same at all.

The Compound and Friends
What You Need to Survive a Bull Market

So I asked you to show me, hey, just give me the top line numbers, like what's going on and what do we see?

The Compound and Friends
What You Need to Survive a Bull Market

So let's assume, I think we would all agree that there are zeros in here.

The Compound and Friends
What You Need to Survive a Bull Market

There are literally companies that will go bankrupt.

The Compound and Friends
What You Need to Survive a Bull Market

Do you think the group, and let's use IGV, do you think the group bottomed?

The Compound and Friends
What You Need to Survive a Bull Market

Yes.

The Compound and Friends
What You Need to Survive a Bull Market

So there's almost software's almost flat year to date.

The Compound and Friends
What You Need to Survive a Bull Market

And not to brag.

The Compound and Friends
What You Need to Survive a Bull Market

Yeah.

The Compound and Friends
What You Need to Survive a Bull Market

On Tuesday, April 14th, I did say that looked like a bottom.