Sean Russo
👤 Speaker
217
total appearances
Appearances Over Time
Podcast Appearances
The Compound and Friends
What You Need to Survive a Bull Market
You don't.
The Compound and Friends
What You Need to Survive a Bull Market
I have a few hints.
The Compound and Friends
What You Need to Survive a Bull Market
This is a communication stock.
The Compound and Friends
What You Need to Survive a Bull Market
The market cap's about $9 to $10 billion.
The Compound and Friends
What You Need to Survive a Bull Market
However, I think it is really more discretionary than anything else and maybe even a little bit real estate.
The Compound and Friends
What You Need to Survive a Bull Market
And take a look at COVID.
The Compound and Friends
What You Need to Survive a Bull Market
This literally was like a COVID crash.
The Compound and Friends
What You Need to Survive a Bull Market
So that's kind of a hint.
The Compound and Friends
What You Need to Survive a Bull Market
John, can you do the next chart, the trailing 12-month revenue?
The Compound and Friends
What You Need to Survive a Bull Market
Again, COVID really hammered this, and it didn't ever really recover, which surprised me.
The Compound and Friends
What You Need to Survive a Bull Market
But that's worth noting.
The Compound and Friends
What You Need to Survive a Bull Market
Wait, Sean, hold on.
The Compound and Friends
What You Need to Survive a Bull Market
Hold on.
The Compound and Friends
What You Need to Survive a Bull Market
This is great stuff.
The Compound and Friends
What You Need to Survive a Bull Market
Do we know this name?
The Compound and Friends
What You Need to Survive a Bull Market
You know it so well.