
Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
Focused Compounding
00:00
Analyzing the Impact of Inventory and Macro Factors on Prices and Estimates
This chapter explores how inventory levels can affect prices and the importance of considering macro factors when analyzing companies. It discusses the relationship between supply, inventory, and prices, as well as the significance of analyst estimates and macroeconomic variables in evaluating a company's financial performance.
Transcript
Play full episode