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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

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Investing

Many of the industries he's invested in are ones that you might beb understand. If it's really hard to understand some industry or something, um, what you're going to want to do is actually commit to reading like five of these things and not tryi to read about one. Even just reading the first ever, if he's never read a retailers tanka, and then you read it, i'll hard. I mean, they're very simple rit but if you' never read a retail tanke before, then you might be surprised how hard it is. A, it's just we don't think of that, because no one does that, right? Like, one

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