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Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

Focused Compounding

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The Capital Cycle Turns on Car Dealerships

Car dealerships and car prices have come down, but they haven't come down as much to the levels that they were at before. There's a real affordability issue when we talk about things like car mart and stuff that I think is an issue. But it's mainly a supply and demand thing long-term,. So honestly, I'm not as worried about houses in the US or cars in the US and in other countries too with cars, houses I don't know. As people maybe, because the actual underlying supply situation didn't change in that big a way.

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