MI131: Richer, Wiser, Happier w/ William Green
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Most Sexy Investments Turn Out to Be Really Beautiful
The more sexy an investment is, the more sceptical you should probably be about it. So if there is something that appears to be a bit sexi and has like, a ton of upside, then you'd better be pretty convinced that it's going to work out. And sometimes really the most mundane things turn out to be really beautiful. One investor who talked to me about the things that he had done during covet when the market was melting down. He used the opportunity to buy a stake in a company that made ice machines for restaurants. I mean, how boring and mundane could that be, right? But it's kind of brilliant, because it's, it's a good business
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