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Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

Focused Compounding

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The Importance of the Punch Card

You don't see that large caps. Not usually, right? Like, like what we said, like if there's not only some weird obsession about J&J snack foods or Activision or FICO. And by the way, movie theaters, no major investor that I know of even owns them. They're just as valuable early on as later that way. So Buffett's always had this weird thing where even though he's a giant company now running Berkshire, he's always had to get really good returns.

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