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Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

Focused Compounding

00:00

Investing in Real Estate

I wouldt ever thing about my own money as a portfolio. I go five percent lo think of i i portto ide of it as a series of investments. And that's what i would be doing. You know, their individual deals, it'll be more like you think of it. It the not bare is a portfolio, and the timing of it,. specifically, i'm goig to buy this at one time, and and whatever is more what i think would be different.

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