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Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

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Is Itjs, Tell People, You Think Buffit Was Investing Frauds?

When i start out investing, i wasn't investes ith frauds. Think you're a unique breed? No. But there is some sort of personality thing with net nets that always worries me. You have to understand just how cheap a net net is compared to other stocks. It's insanely cheap. So if this ever gets recognized in net net as like, just a normal business, you'll make a lot of money. And so why not focus on ones that don't have any of that risk?

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