Compounders
topic on 2 shows · 2 statements across 2 episodes
Invest Like the Best 
Capital Allocators
2 statements about Compounders, every show
Even 10-year 6x compounder stocks average a 50% drawdown during strategic transitions
“When you look at these compounders that were six X companies in 10 years, the 40 of them, the average one of them has a period of time where the stock goes down 50%, and it doesn't go down 50% only when the market is down 20. They go down 50% when they basical…”