Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
Focused Compounding
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Dilits: A Better Investment Than Best Buy
Dilits probably doesn't need as much selling space in the future as it did in the past because it could sell a lot online. It was already disliked strongly that category and then it got even cheaper because of a one-time thing. And we're on trends and stuff where I don't think that we've in any way been pushed to more of the giant online companies being a bigger issue than they were before.
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