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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

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Amazon, Target, Walmarn, Target and Target Are Trying to Get Out of Their Warehouse

i think they're more responsive than ever, these companies. They overlhey leaned into those trents too much instead of using some common sense about what was happening with covid. A target reported this past week that demand from a customers shopping ar stuff like that, is kind of waning. When gas priceis a man i saw in california a picture seven dollars over seven dollars er gallon.

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