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RE: LeoThread 2025-12-12 16-23

in LeoFinance23 hours ago

to buy them. People like to buy them. But this is where these companies receive huge premiums. But just to show you some of those names, I mean, how do you come up with those names? What's the screening process not giving away your secret sauce? But, you know, talk about that, because people might be like, oh, he's just pulling out some growth names. There's tons of growth names that are not in here. And there's others that are. So what separates some, again, looking at those numbers, listen to conference calls you said. But what are some of the big differences in investing in where you might have avoided Zillow, which got crushed out of nowhere compared to some of these other names that made the portfolio? Yeah, so it's a pretty multi-pronged approach. First of all, everything is going to start with how the stock is trading. And I know that it's hard to explain that, but we built a mechanized process to basically be a net that we cast out every single day. We look for all of the (14/35)