Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
Focused Compounding
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The Importance of Asymmetry in Investments
The dealer's investment has been more successful than he thought it could. He says there were many ways to win, right? And do you think it has actually become way more successful than Ted ever thought it could? "I've never had a good in where the stock didn't go out faster than I thought"
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