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Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

Focused Compounding

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Are You a Spin Off Only Investor?

When you talk to someone and get an idea of what approach they're talking about, sometimes you can tell they don't match. It really depends on the person and how how good they are at at a lot of it depends on your intellectual diet. There is some stuff that you can tell pretty early when talking to someone about their attitudes towards risk am. And so if you have a diet of the kinds of things you consume that doesn't match up well with your approach, that can be a problem.

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