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Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
Acquired
How to Dissect a Security Analysis Course?
Michael Wolraich: It's so much easier for walmart to untangle, because you can just look at the casfo statement and be like, oh, i see. Your operating cash flow is excellent. But with these software companies, it all gets tied up in opex,. So, like, you're investing in acquiring customers, in hiring engineers, et cetera. That gets muddy disraliyou can't just look at one number and feel like,Oh, i see! You're doing the right thing. I want to talk about company analysis. And we thought maybe the right way to dissect this i think you teach ben graham's legendary security analysis course at
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Listen to the best highlights from the podcasts you love and dive into the full episode