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Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window

The Acquirers Podcast

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Is There a Prediction for Oil?

"I get nervous when generaliss like something, and my body, who made all his money an oil doesn't," he says. "i've never really seen a good one that's particularly predictive but this is kind of promisingand the intuition of it kind of makes sense to me." He compares cars with soda coke: at 1 or 2% you can be 'sustainable' in car market. But distribution so hard because people have preferred brands they buy repeatedly over and over again.

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