
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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Intel Nine Times Earnings, Price to Book, One Point Two Times Return on Equity
We don't know with some of these that people aren't like long micron and Intel and stuff in short, like Nvidia and AMD or something. Some of the attraction to some of the stocks may be more just like quantitative type stuff. And especially if they're working with huge amounts of money,. This is a hundred, $20 billion company. You can get in and out of it. They rarely ever see something at nine times, 10 times P and one to 1.3 times book. Those are pretty attractive.
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