Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
Focused Compounding
00:00
Is It Easier to Buy a Basket?
If you own ten net nets, one or two will have some extraordinary thing happening each year with them. If you own three, there'll sometimes be years where there's no news and they'll drive you crazy. So my favorite situations are when fundamentals improve, but the stock just basically trade sideways.
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