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RWH020: The Disciplined Growth Investor w/ Fred Martin
We Study Billionaires - The Investor’s Podcast Network
The 20 Punch Cards - I Don't Want to Read Balance Sheets
I remember you saying to me once that you, you were taking someone out on the 20th anniversary of him being at the company. And you said, if I gave you only five bullets this year,you know, to buy and sell something, what would you use them for? It's very, very related to Buffett's idea of the 20 punch cards where you can only make 20 decisions in your entire investment career. So buffet's right. You don't have an unlimited number of ideas. We're now trying to put flesh around that, how sustainable is it, how big is there a addressable market? One of the new young guys is digging on that and it's just wonderful
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