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Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

00:00

China

Munger said there's great businesses in the united states, and it's hard to buy him at cheap prices. The china one is weird because peple'vebeen investing there for a long time. So i just mean a, we'll see what happens, but if there are changes in chines policy, and someboy, i wouldn't be surprised. I don't think it's political. I think it's a to building of too much assets, long duration assets and stuff,.igi deflation.

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