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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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Is Your Business a Net Net?

Major things to look for are a very large ratio of current assets versus total liabilities. In terms of performance probably just buying a basket We'll do as well or better because you'll hit some things that might have really big upside Um But I don't know that people will stick with that and that's certainly not the kind of approach that I use So I pick out individual ones that I like better because of the the business the business has been around a long time  and it seems like uh, it'll do Okay.

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