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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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The Negative Effects of Not Talking to Management

Not commenting at all not having any investor relations and stuff I wouldn't necessarily take as that negative um But I don't know. Many of the cheapest things that we've found and the ones that have gone up the most I would say they probably aren't going to talk to you Um And it's not necessarily that good if they do talk to you a lot. So I think some people got very rich off of that but certainly not outside shareholders You would consider it a pretty bad sign if If we're reaching out to management and they just don't want to talk to us, right?

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