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William Green with Guy Spier: Investing Prudently in Perilous Times.
The Education of a Value Investor
How to Analyze Businesses Based on Unit Economics
I rejected Disney for the same reason. They're just sinking a huge amount of their free cash into movie assets, which are kind of these random assets. And in other businesses, some of them weren't even cash flow positive. Michael Mabussy and has this wonderful piece where he talks about how to analyze businesses based on this idea of unit economics.
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