Focused Compounding cover image

Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

00:00

When Do You Sell Net Nets?

When do you sell, right? Is this like a buying the balance sheet and selling the income statement? Right. The best part about net net is eventually it could get valued on the earnings at least the way that Warren Buffett would look to do it like with Berkshire. But I also just don't want people to be thinking all the time should I sell this or not? Um, you can start to look at every quarterly report but I do think for net nets if you bought them the right way so they were safe They should be very little risk that they would go bankrupt in a year or something.

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