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Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

Focused Compounding

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The Future of the Stock Market

We're not the type of investors that will justify a stock being cheap to day based on, like, fiscal year, two thousand 25 earnings. We care a lot about market share and competitive advantages. I'm tempted if i know that supply in the industry is going to be lower in the future than it is now. That would excite me more than there can be a lot more demand. If you're sending me ane milli or like, i really wont interest you in the stock,. convincing me that supply will definitely be lower in he future than it's currently.

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