Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372
The Meb Faber Show - Better Investing
The Blackhead Tealer
The top handful of positions are very chunky. We probably have forty positions in there, but it's going to be ten that really matter. One of the things that duration affords is the ability to go eliquid. So we own a seed stage investment in a business that is now venture back. And then we own grost equity investment ind a skin care cosmetics business,. It's called blemishes meb not blackheads. O, get your mighty patches on amazon right now. They're amazing. There are these tiny little circles that you wear overnight on your face. Is an overnight thing. Its not tx. T a box of them, which might have 20 or forty
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