Focused Compounding cover image

Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

00:00

I'm Ok With the Cheapest Companies and the Highest Quality in Russia, You Know?

I've always been worred about the gdgravge er sean stuff, but i always thought that the people who invested there wouldn't be that ared by some rhetoric or something from ina, about from the government. You know, they can't be if what we're seeing a, you're saying you're surprised by the paper hands that have been involved. I would describe the long term trend here as fast growth with more competition, almost every quarter every year. But that's what you were buying into already, so that's not going to surprise you.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app