Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

00:00 Intro
00:54 Old economy looks cheap vs. new economy
04:00 Tangible offline vs. intangible online
08:30 Airlines and Supermarkets are cheap vs. the market
12:50 Mortgage rates and housing demand
19:00 Inflation effects in the supermarket industry
21:46 Industries that are the most interesting right now
🔍 Want access to an event-driven monitor?
Sign up here: www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: t.co/I65UzM4uFB
📚 Explore our informative backlog:
Click here: focusedcompounding.ck.page/po...
📈 QuickFS:
Visit here: quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [e-mail]
About Focused Compounding:
We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: focusedcompounding.com/discla...

[@mike8903]

Insightful as always! Thank you guys for doing what you do