Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
Focused Compounding
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Dillard's: A No-Brainer
Dillard's had a long history of very positive cash flows, pre-cash flow. The stock is now above what it ever traded at, pre-COVID. No one would predict that,. but you know, that does happen with momentum stuff once a stock gets a lot of momentum that way.
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