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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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Generac Holdings

G N R C was the number two. Are you familiar with this company? Not really. They design, manufacture and sell power generation equipment. So I've never looked at a business like this that actually is making all of these things and selling them - it's great idea. That, it depends. The problem is that a lot of times you end up with a lot that isn't being used. And it's only like Microsoft for 10 years, but what if that's the size thing? Let's see.

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