Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
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The Importance of Taking Over a Portfolio
He said that he tries not to look at the market cap before valuing a company. Todd: I thought it was interesting hearing him talk about how he had Lew Simpson's stock portfolio and basically do whatever you want with it. He says Buffett is very hands-off with them.
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