
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
Focused Compounding
 00:00 
How to Create Value in the Long Term
A lot of greayu s are somewhat accidental that they created as much value as they did. They didn't take a hard look at him do sid in that. Most teos are in there for a few years and don't have that kind of experience. Even though the company may have had that experience, they usually weren't close enough to the top to have seen that and had standing of it.
 Play episode from 48:42 
 Transcript 


