Focused Compounding cover image

Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

Focused Compounding

00:00

The Berkshire Letter From Mr Buffett

We have some emails but we're not going to spend too much time on it because I actually want to get into our topic. It's about this idea of like asymmetry in asymmetric investments. And somebody had emailed you saying I've been reading about Ted Weschler's dealer's investment and wanted to know what's your opinion on the investment. The part that was super interesting to me Jeff is if you pull up like an all time chart right. So, we'd okay so 2020 let's say the average.

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