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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
The Potos 5 Forces
Amgen: The decision is largely out of my hands. I look at the entire universe, what looks cheap, what looks expensive. So things, I've pitched a few things that have had a little run and I've rolled out of pretty quickly. Sometimes I feel like I should just make it clear to people that this could be rebalanced out of at the next rebalance state, which is the quarter end in March. And I really like this book right now. It's called Competition Demystified. Amgen: Now we're talking about barriers of entry. Charlie Munger from 2009 said Google has a huge new mode. Just kind of never seen such an interesting
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