Рет қаралды 1,080
00:00 Intro
01:15 Growth: What Does It Mean and How Do We Value It?
03:30 Is Costco Overvalued?
08:00 The Issue with No-Growth Cannibals
10:00 Growth in the Banking Industry
11:41 High-Growth Bank (SFBS)
13:22 MAG7 Growth
21:00 TSLA YTD
22:10 Buybacks
26:20 How Buffett Thinks About Growth
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