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Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

Focused Compounding

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What's Your 13 Half?

If we were larger, but still held the same positions, people wouldn't really be able to take much away from what our cur 13 of would be. I don't know whit you could get away from it. When you come across like a 13 d or 13 g is what i usually is of renaissance. And then by the i mean, for all you know, they're already out of the position when you're reading the filing. But unless they're a longer term, long lonely investor, i don't know how representi that 13 half is of what they're doing.

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