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Kalani Scarrott's avatar

I need to search where I found this, but I like this one:

"a lot of people want to argue about stocks that are at 30x sales or 3x EBITDA. I'm a lot more interested in businesses that are trading at exactly the market multiple, because that's actually the bucket that makes the least sense to me. Because I don't really believe in the idea of an average business, because if it's actually completely average then it's completely undifferentiated and it won't stay there. So things that don't screen abnormally at all to me are really interesting more than things that clearly are exceptional"

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