When the economy recovers and consumer/small business sentiment improves, the 'one of one' companies (e.g., Meta, PayPal, Amazon, Elf Beauty, Palantir, Nvidia, Cheesecake Factory, Shopify) will achieve significantly higher growth rates than their current performance.
"if these companies can be reporting the phenomenal numbers are reporting in a bad environment imagine what they can do when everybody's feeling great when spending's big when people are feeling confident that's a whole different ball game in terms of what those growth rates will be in that environment folks"
