Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
Focused Compounding
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The Risks of Buying Amazon Stock
It's not been a particularly expensive stock. The belief is that Amazon and those sorts of things will keep growing, you'll not grow. So maybe the bounce back won't be as big. And so the stock is probably very cheap when people are negative on the entire industry. Because they're negative on you as a business, but they're also negative on your locations.
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