Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
00:00
The Importance of a Good Narrative in Stock Presentations
He used to use individuals in trade magazines as leads. He said he would just cold call him and talk to them about the industry or whatever. Just shows this idea of being a reporter and going and speaking to the right people, which a lot of people don't do. There's very, very, very few people who talk to me who find things on their own without knowing a story behind the stock that they bring it to me.
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