Focused Compounding cover image

Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

Focused Compounding

00:00

Is It a Hard Thing to Work Through?

I honestly think that companies like amazon, target, walmart, don't have any understanding of, nor have really attempted to understand, what the demand is for their products. And so they just try to be very data driven in very fast in responding to things, and not have over all opinions about things. I don't think amazon has a good idea of what the commerce market will look like in five years or something. It can be a problem though, if you get into longer term decision making,. But these are very long term projects. They have to be planning.

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