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Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

Focused Compounding

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Is There a Fraud Detection Issue With Caravan?

There's lots of things where I've talked to people and said, I think that there's serious fraud issues here. What I would say is that the company is presenting itself as something that's not an accounting for it in ways that it is or stuff. The one that I don't mind mentioning the name of the company is GE because it's a giant company. In those segments I don't know what they were doing and other things but they were definitely playing around with things in their with their Basically they're jet stuff and their medical stuff. But both of the sex you just mentioned still are publicly traded and have recovered at times and do fine.

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