Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
Focused Compounding
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What's the Highest Acceptable Price of Gross Profit?
Bister gannon: What's the highest acceptable price of gross profit and why? And then Questions on gross profit. Bister gannon says he was reading too many books about theoretical value investing in the bid 2000s Which books specifically are we talking about? And which idea is do you wish that you hadn't internalized from those books?"
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