Examining Labor, Retail, And Renewable Energy Markets
Bloomberg Intelligence
00:00
The Most Important Takeaway From the Bookets
The fundamentals really do matter. The stronger the revenue grow, the larger the profit pools, the higher the stock price. You find a company that can be materially bigger three years down the road. And almost always, at stock price is going to be materially higher. I think for many years, netfix was undervalued, amazon was undervalued because people weren't able to appreciate just how large their market opportunities were and how well they could execute against them.
Play episode from 19:25
Transcript
