
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
Focused Compounding
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The Process for Generating New Investment Ideas
Chemell: I have a cork board which I keep about Probably 20 index cards right now on it Uh ranking of the next 20 things that I would like if I had to buy stocks. And so ordering them from 1 to 20 Um, and those are things that we don't own. If it doesn't kind of get on that list then it's not going to move up there So it gets sort of compared to those other things um I go through message boards I read, you know, um, go through value investor club has like you can go through all ideas A to Z to look historically on any stocks that's ever been talked about.
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