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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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How to Make More Money in Your Career Investing in Extreme Situations

Frost: Most amount of IRR you've had in your career has come from situations that are just very extreme. I mean, if we do spin offs, net nets, arbitrage of some kind, all that stuff together. Frost: My returns have been better in those things. Annualized, no doubt. But yeah, it's more attractive. The risk return is better and stuff.

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