compounders
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2025 by Henry Ellenbogen · across every show →
Everything said about compounders, oldest first
Dec 16, 2025 neutral
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…”