MI199: Cloning Warren Buffett and Charlie Munger w/ Chris Franco
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
The Bad Business Checklist Against Chipotle
i think chipotle is definitely a strong business it's just that there are those risks you know being in the food industry for sure. jeff bezos was one of the only people in attendance at the sun valley conference in 1999 where warren buffett gave this kind of warning of what's the come and i read it to my audience because it felt like we were going through that now. phil fisher would talk about your shareholder letters and opportunity for you to really kind of like talk to who you want to own your shares in the first place when warrenbuffett if you read any of his annual letters he's talking to people that are going to be long-term they're
Transcript
Play full episode
