@realroseceline What is your opinion on debt that wing and Dpz have taken primarily to buyback stock are they leaving business vulnerable in long term ?
@realroseceline Agree on simple business disagree on businesses that use leverage to buy back and increase EPS in short term. Both DPZ and Wing are examples of that . The models price everything will be great but what if inflation/recession comes in that 3.5% (WBS) might have issues
@Iamsamirarora@_anishaj Samir ji most people don’t understand innovators dilemma, cash flow might look good today but competition will come for these system integrators in future
@fkronawitter1 Not only the chart but then also you have a conflict which might prolong (which I think is contrarian), plus add to that you can't turn on more production overnight like software
@fkronawitter1 I think your reference is the book Halo effect in which the author says the same thing no one knows anything and the world is full of people who bs
@michaeljburry Michael if everything in the market is correlated and leverage just amplifies it , then what will save this market in 2022/2023 it was AI which got us out is there some other catalyst or we are looking at years of sideways market now
@michaeljburry Let it get screwed again stock will crash all spending will be crashed and then buy again and do another easy double . There are very few capital allocators like Buffett who can sit and do nothing at times