
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Focused Compounding
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Is It a Good Idea?
It's pretty agressile buying. Was it during the covetye period that he sold out? A muchrmean, is this one of those situations where he's got too much cash ind tot enough ideas? Next question, how does he model long term growth of revenue, margins, et cetera? How much of past record of growth can be extrapolated? Does he ever ves base on expecting change in or terravistic capital of a business)? It depends on what the growth is. The source of the growth, right? Isn't that hne? He always has with all those kinds of tockis, what is this coming from? Exactly like with meta
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