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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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The Revenue Growth Is Not Quite as Good as It Looked

When they went public, i think they'd like 700 employees. No, i have seven thousand, something, crazy. And a lot of people talk about it, they're like, what's that going towards? The product really hasn't changed. There hasn't been much innovation. So i nowon a bunce of different measures. He could jt, sell testl stock, or he could do thand the losses in the etor,. But the amount of debt and the interest payments on it, he's going to need to cut a bunch of g and a.

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