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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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Is This Going to Be the Best Year Ever?

I'd get more worried if they grew their expenses, thinking that we've spoken a lot about o one of the biggest errors management could make is when they're planning for the future. And then it's like, holy smokes, there went my net income for the year because your cost pace is way more expensive and revenue declined. This is terrible. I dn't want to buy thack lower. Ye, we'll see tis ye, like in terms of economy. But the next year or so we may see that with some things, tat banfit lot, even from the pandemic. Even really well respected sorts of companies, even your net flixes and your amaz

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