Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
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The Importance of Asymmetry in Risk Management
Todd Combs: Buffett looks for asymmetry, like as it relates to risk. He said that's where the real rubber meets the road because anyone could do that. What's surprising sometimes with what happens with these banks and things we're talking about is not that they got into trouble buying, you know, carnival bonds or something. It's just that they've completely mispriced it.
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