Tech
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“Good stuff boys...love tuning in. I think Josh hit it on the head. Hard to argue with tech’s FCF, margins and revenue growth. Tech wants a premium and we will ALL pay until the story is no longer. Have to think the premium for the US is one in the same...The tech sector is 21% of the S&P and a whapping sub 7% in international developed markets. Without meaningful economic expansion, it’s hard to see the typical rain makers take the lead.
Keep up the great work.”
Jason Nahoul via Apple Podcasts ·
United States of America ·
05/08/19
More reviews of The Compound and Friends
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“I just found your podcast through youtube and love it. Keep doing what you are doing.”
swellsphotokillsit.com via Apple Podcasts ·
United States of America ·
05/09/20
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“It’s great to hear a CEO of an investment firm share authentic thoughts on today’s financial news and environment. The guests are great and I love when they play “What are your Thoughts”!
Keep up the great work”
gmoney212121 via Apple Podcasts ·
United States of America ·
12/19/20
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“My favorite podcast. Great guests, technically solid, entertaining and I learn a thing or two every episode.”
Foldn'Doodle via Apple Podcasts ·
United States of America ·
10/28/20
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