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Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

Focused Compounding

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Is $10 a Share a Good Investment?

micron.com seems like it would be perfect for somebody that's trying to be in situations like that, sort of more of an active fund. I've always been super shocked that valing investors like a lot of like micron. It seems to be a favorite amongst them. If we have a recession that's like technology led as the worst part of the recession, then this could be available to you at a pretty good price. So what do you think $10 a share? Sounds good.

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