#16: Tobias Carlisle on Beating 'The Little Book That Beats The Market'
Superinvestors and the Art of Worldly Wisdom
Warren Buffett and the Value Investing Trends
In the early 2000s, Worldcom and others spent a ton of money laying fiber. These guys came out just after that and everybody had been burned by exactly that. They said anytime we can find a customer who will pay for the installation of the link we will put it in but then we'll retain ownership and sell the rest of the capacity on it. So they learned from the predecessors and took advantage of the situation.
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