Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
Focused Compounding
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The Top 3 Places to Find Stocks for 2023
Monish Pabrai: I thought it was a good time to go over Charlie Munger's three places to find stocks. He said the first one was really look at what other great investors are buying, focus on the cannibals of the companies that are buying back a lot of their stock. The third one was carefully study spin offs. Have you come across any spin offs or anything that looks interesting for 2023? Let's go over data Roma and see.
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