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Value After Hours S03 E27: Munger and Jack Ma, GMO's Value Reversals, Mise en place

The Acquirers Podcast

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Is There a Place to Cut?

i've got a little bit of, it's not o c d, but a little bit aint, only retenttive o mesin at place. Quick j t, you ge, you get a tidy disk. Tidy disk. Mand yets, relatively tidy. I think covid pretty much showed a, you know, i was in airlines because they were relatively cheaper, and i thought that it was a good bet. Well, that didn't exactly protect me from that particular a down turn. And had it been an electrical one, all this narrative about sass is so bust robust... maybe we're resulting too much on that.

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