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Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

Focused Compounding

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The Dillard's Investment by Ted Weschler

Ted Weschler began buying dillard stock by September 29 he crossed the 5% threshold and showed up in a 13 G. He likely paid 25 to $30 a share call at 30 today dillards is at a $360 dollar share price. In December they're going to pay a $15 special dividend with a special dividend capital turn to date he's likely at a 12 to 13 bagger and less than two years time. And then we, Weschler's investment and dillards was a perfect investment and we pull it up right now. Dilard is at $358 per share so yeah that's been a huge home run.

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