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Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Focused Compounding

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The Differences Between Electric and Streaming Cars

There's some similarities to electric That's possible but the difference of course is you know and and DuPont invested in this And held it for like 30 years, I think you know they were they had to because of an antitrust issue right they had to get rid of it. Ben Graham wrote about it at one time in his memoirs because he did an arbitrage thing To be long DuPont and short GM Because GM stock eventually got very popular DuPont not so much and so you could get DuPont for Less than the value of their GM stake. But I think the big difference is like We're talking about large amounts of investment in industry like say electric cars Or when we talk about streaming

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