FSD: Quality Compounders Are Back
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Hey, guys. Hope everyone's doing well. It's Monday afternoon around 05:30 Eastern. Heads up, if anyone is in the Chicago area, shoot me a note. I'll be there this Wednesday evening through Friday afternoon. I'll be visiting my friend Paul, who's leading the Decasonic Venture Capital Conference. Always a fun time. Looking forward to that. So a couple quick thoughts on the market. A few things. So one is momentum hangover continues. This all started a day or two after Micron reported earnings, and Micron also sold off about 30% when they reported earnings last quarter. The difference between the
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