Focused Compounding cover image

Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

00:00

The One That Is Harder to Interpret

When do you put something in the too hard pile first grinding through, trying to understand it? Ah, that's a really, really good question. I try my best to not immediately dismiss ideas as either too hard or, like, just price or whatever. Am, but i generally am right about that, so that'sthe bad part. But if i think it's too hard, um, it probably is. And ithing it's not too hard, it probably isn't too hard. Um, i read the tank. I read the tanke mark up the tank. You know, seriously, whether ia in bestin it. We could close out cana to day on

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