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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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Is It the Right Thing to Buy?

The price we're at now after the microso announcement is a price which was an average price, or below average price, for six months to a year. I think that most people are heavily invested in stuff that all moves with the markets. This shouldn't move with the market any more. Ye, diversification looks like a different strategy. So it's not correlated. It needs to be something that you don't have a edge on. We look to take right take to an electron arts am. The pot cas will be an interesting one to follow.

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