Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
Focused Compounding
00:00
Buffett's True Secret to Investing
OTCM has the best chance of one day waking up and seeing a PR that they're getting bought out by private equity or a bigger player for just a huge premium to the market cap. Berkshire currently owns 10% of ally financial. If we ran into a financial crisis with order of magnitude similar to the GFC, would you anticipate Buffett would do preferred convertibles? Do you see any limitations to him doing so? Question mark.
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