Focused Compounding cover image

Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

Focused Compounding

00:00

How Management Talks About Things, You Know?

Lopulus: Berkshire tried an insurance after buying national demony didn't work out, like a dea half m and they built a great insurance company out of that. When buffit doesn't talk about something, that means it's really bad, you know? What he'll say is just like, and with new management an place at, you know, this unit, we're much more confident in, you know,. That kind of thing. And so you can get an idea for how they approach things in the past, thinking about it, and sometimes, for some of them, how they they went about presenting it to investors. Lopulus: I think i'm actually most

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app