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EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More

Focused Compounding

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Investing in Micros, Micros and Small?

I'm long baba n i u and a couple more, but they're too small a percentage of my portfolio. Next question, if jeff had 50 k to invest and was starting now, will he invest strictly on micros, micros and small or something else? I mean, get into this play royal o, there's royal caribian and carnival,. both a royal cribbin, i believe was trying to hedge more then carnival. Wasn't there a cruise company that did that? Ye, hedging of it. It's notiniand they got whacked by it, kind of, didn't that? Ye. Ah, you know, probably half

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