Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Focused Compounding
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What Are Your Thoughts on the Overall Casino?
The company always talks about spinning off a the business into two parts, and says, maybe in a few years or snomething. But i don't know that they'll ever do it. They did do some of the things recently that they talked about like buying out their partner an um, ownership of the property themselves. On a quantitative level, am it's not that expensive. And if you split the two parts up, the sum of the parts will be worth more than the businesss.
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