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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

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Is There a Substitute for Your Product?

Having a business where there is no substitute for it, 's often a much better business than having something that seems very important to most people, but there are substitutes for. There's so many gems in herewe really, it would be great to get transcripts of our podcast. But then it doesn't say, like, there's no easy way other than us, like, paying somebody to go back and actually audit the whole thing because i could get the conversation.

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