046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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IBM - What's Going to Happen With That Part of Your Business?
i just, i don't have a good field for them. So it kind of reminded me of the i bum situation. Because of that, i'm inclined to be reminded of ibim, because for me, these two businesses share that kind of just not in my circle of competence thing going on. And so i don't want to be sitting in intal, something i don't understand, hoping that the the growth areas of the of the revenue continue to grow and grow lot. That's where i don't wants to end up.
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