FSD: The Return of Quality
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Hey, guys. How's everyone doing here? We're playing Saint Elmo's fire. It's from the album letter to America. I thought that was appropriate given that we're on the heels of the bicentennial. Hope you all had a really great weekend. I'll share a bit about my experience there, then talk about a a new theme that I'm seeing in the market around quality stocks, some ideas that we own and we're looking at there. But, you know, what a what a what an amazing period of time. Two hundred and fifty years. Think about where you will be 50 from now at the three hundredth anniversary. Think about where you
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