EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Focused Compounding
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Abro Loves a Love Microde Michael Burry
Lake: I don't know his investing style. He's very active, very sometimes you look, he does las lolf look like options. But if you look what his turn over in this portfolio is like 85, 90 % and a quarter. So 300. What d you i mean, how would you even describe his investing style? Lake: Ye, i've no idea how you could get anything useful from him.
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