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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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Is Warren Buffett a Value Investor?

Do you ever feel like as a hardcore value investor that you'll never find yourself in a situation where you buy a stock at $5 and ride it all the way up to $350 just because of your own principles? You think about Buffett's quote unquote venture investments, and I think they were still profitable. There is a thing to consider here, which is so they're growing 100% a year for a while and stuff. And sometimes with these businesses, one of the things to think about is, yes, there's customer demand for it.

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