Bascially from the EPAM and SYY, they have selected as winners of investing ideas. they all underperform the BR and VRSK till date. So the goal of investing is to do it yourself and trust your own strategy. Don't even think about listening to others and need to validate or argue or make a statement of your judgement/thesis.
And now it’s coming back to earth. The company looks interesting but it was trading at a very high multiple. I might do some DD on them and put EPAM on my watchlist.
19:55 start of the pitch
Saviour.
55:30 Bill Ackman absolutely goes off on $BR Broadridge and calls it a "bad monopolist"
This is great! I hope more videos like this come out in the coming years.
That EPAM presentation was more or less perfect. I wonder how they came across that idea
Bascially from the EPAM and SYY, they have selected as winners of investing ideas. they all underperform the BR and VRSK till date. So the goal of investing is to do it yourself and trust your own strategy. Don't even think about listening to others and need to validate or argue or make a statement of your judgement/thesis.
Forget about Bill ackman jealous comment, Broadridge is gets the nod to go long.
1:45:25, do they say 'Thank you so much, bro' to Ackman? Bro? WTF
Pretty sure they said 'Thank you so much Bill'
@@googooboi6351 You are right! English is not my mother tongue, I understood bro lol
Ackman is the homie
$EPAM has exploded in the past year, wow.
And now it’s coming back to earth. The company looks interesting but it was trading at a very high multiple. I might do some DD on them and put EPAM on my watchlist.
55:00 wow, ahaha
Thank you
amazing video bro keep up the good content :D
EPAM long term compounder. Thats a beginning of a lie.