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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

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What's the Difference Between a Price and a Product?

Zillo: It's probably tough to be a builder when prices have gone up two to three times since 20 20. This is true for any market that were loking at. You're speculating, when you're talking about a price that is significant higher than the cost to bring on new supply in the same area. So what do you do? Mean, like a company like a nako that has a minerals management or o business,. i mean, when oil ad ga is this high, i mean, from a capital allocator perspective, it makes it tough forme.

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