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RWH017: Fidelity Legend Joel Tillinghast
We Study Billionaires - The Investor’s Podcast Network
Buy Stuff Cheap
I remember Joe Greenblatt once saying to me what else am I going to do except buy stuff cheap. And so when I bought it it was a combination of I thought it was undervalued because it had been a consistent cash generator and a bit of reluctance to accept reality that indeed video game sales had changed. When it lifted off from single digits and got to 38 they sold some of the stock and blew out pretty much all of the rest when it was 63 and from there it went to like $350. So did I do what he was meant to do thinking about my approach? Yes, even with the help of the guy from Chewy, Brian Cohen who knew about internet retailing
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