The Costco quality bubble
25:10–25:52 · 41s
Jonathan calls out a ‘quality bubble’ in beloved stalwarts like Costco, Walmart, and GE, warning investors could get crushed or face a decade of dead money at 50x earnings.
25:10–25:52 · 41s
Jonathan calls out a ‘quality bubble’ in beloved stalwarts like Costco, Walmart, and GE, warning investors could get crushed or face a decade of dead money at 50x earnings.
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