see the valuation? Where now, if you look at Microsoft, they're trading at a premium to the overall market. But yeah, these companies fit into their valuation because of their total addressable market. How did you come up with this system to follow some of these names? Because you can go back, I won't even go back before the credit crisis, but since then, the move in growth compared to value and how these names and how you get that premium, you get that massive premium for growth. And if these guys execute along the way, that's where you see the Nvidia's and all these crazy stocks and a lot of these things that you've known in the past. I mean, how'd you figure this out? Because it seems for this conversation has to be explaining investors of why you need to be investing in these things, even though they're expensive. And that's not an easy conversation. How do you have that conversation with regular investors? Definitely. So, you know, when I started out investing, I started out like (7/35)
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