00:00 Speaker A
I mean, Scott, it’s interesting that you used the Mag 7 as an example because of course, in that cohort, there’s a pretty big range of of those valuations and how close they are to the average, um, you know, valuation ratio. But is that something that you would be advising individual investors to also look at, sort of look at things that are not outliers in terms of their valuation?
00:23 Scott
So, yeah, where we go with this, I I’m sort of a a free cash flow junkie if you will. I pay a lot of attention to free cash flow trends and growth and growth drivers, okay? When you look at this Mag 7 component, now, there’s a couple that are probably outliers that we have to handle differently. Um, Tesla would be an example of that. But in aggregate, when you look at these companies, the free cash flow generation coming out is is astounding and something…
