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Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

Focused Compounding

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Amar Precious Metals

Amar precious metals. We were talking about it in 2020 right around four bucks or three dollars a share And it's up to 31 dollars here today Yeah, and so I forget if it was about 70 percent or so of the value was hard investment value like a value investor would gladly pay it You know sometimes there is there you know over your tenure time frame A lot of times that could give you a really good IRRYeah, and a lot of times you get paid for that because if you buy things that are You know, they're not going to pay a low price  for some things that are Speculative whether we'retalking about land things or we're talking about commodity

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