
046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
00:00
The House That Jackma Built by Duncan Clark by Seth Clarman
i was just cloning some superinvestors. And my initial thought was just to try to dumb it down and say, ok, headi understand ali baba. After getting through and reading the a amazon unbound book, that could not be that. Alibob is very different, then, very different than amazon. Think of it as the amazon of china is not correct. i got that insight, got a lot of insights from this book. So i would say i'm a more prepared investor if there ever is a big price drop out with am Amazon. I will probably be talking about the house that jackma built by duncan clark as the book i
Transcript
Play full episode