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Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

Focused Compounding

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The Most Durable Industry?

If jeff had to pick one industry to invest all his personal capital, what would it be? Would he choose the industry where he has the most edge, or the industry with the best economics? I'll ave to be something wide in terms of what potential things you could do. It would have to be not very cyclical. You wouldn't t i wouldn't want to do something like financial or comidrum and those things. But i would say prowley entertainment. What about cigarettes or alcohol? Um, i guess this doesn't say, like, pick one and hold i ever. No, but sonthing tat you just, that's all that you invested. In

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