Focused Compounding cover image

Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

00:00

What Are They Going to Do?

If the deal doesn't go through, you could be very upset that you lose money. The speed of it is what most investers here can't keep dropping by 30 % a day. Most investors, murger, arbitrage is not rigte for you. But if we could separate out your ownership of it, and just in a box that's owned by explotor, i think it should be in that box. If this is a company that you would just be happy owning,  that's not a bad situation.

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