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3min chapter
Chris Cerrone - A Simple, Quality Discussion
The Business Brew
Quality, Discipline, Compounding
i'm a member of the a robert persig fan club, so to speak. And listening to you talk and listening to your selection process and stuff, i like how i'm going to call it simple. It's not simple, but it is, in my opinion. What you've articulated to day is a taking an idea and taking it seriously. There's a lot of discipline tat that's kind of round compounding. The disciplined piece relates to valuation. chuck talks a lot about being an investor in the underlying value of a business,. as opposed to the speculator in the price movement of shares.
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