Yeah, you've been around.

valuation is another thing that is so specialized by sector.

Right.

And, um, uh, I think that, um, uh, actually I'll tell you something that those three picks had in common, but let's, let's just have a general conversation about valuation.

Uh, you and I are both value value guys.

Um, you know, when you look at Walmart, which I just brought up, um, it, it trades, you know, First of all, when you do any kind of comprehensive valuation comparison, you've got to end up using price to sales.

I know you and I don't love price to sales, but you've got to end up using price to sales as the metric because there's so many businesses that don't have earnings.

In

Yeah, you've been around.

valuation is another thing that is so specialized by sector.

Right.

And, um, uh, I think that, um, uh, actually I'll tell you something that those three picks had in common, but let's, let's just have a general conversation about valuation.

Uh, you and I are both value value guys.

Um, you know, when you look at Walmart, which I just brought up, um, it, it trades, you know, First of all, when you do any kind of comprehensive valuation comparison, you've got to end up using price to sales.

I know you and I don't love price to sales, but you've got to end up using price to sales as the metric because there's so many businesses that don't have earnings.

In