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Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

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Investing in China Stocks - I'm Not Living in China

If you bought this stock, they'd be down by two thirds from its peak. It wasn't absurdly overvalued relative to peers or something when started that decline. I just don't have any insight into but munger invests refund that has a lot more of a connection to china than he does other countries. And so maybe there's a lot of that that goes into it. But i'm probably not going to buy a chinese stock, and i'm deftnitly not going to buying a stock that i just don't understand.

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