058: What We Can Learn From Ted Weschler's Perfect Investment in Dillard's
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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How Much Real Estate Was Dillard's Business Model Broken?
Dillard's owned real estate was the margin of safety. Even if dillard's business model had been broken by the pandemic and they were forced to close down permanently, they still had way more real estate than debt. So how accurate is all this? I don't know.
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