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Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

Focused Compounding

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The Importance of Having a Price

I love that their CEO tweets a lot. Yeah, he's big on tweeting He followed me, but I don't even think he knows that we own a stock Thoughts on new varic communications? I do not have thoughts on it. Oh But I believe that Dave waters of alluvial would be a good person to look for information on that. Are there few are there too few high quality small cap companies trading in public markets because of private equity? Yes.

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