
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Focused Compounding
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The Russian Defense Industry
There are several smaller defense contractors or companies that sell into military related d o d whose socks have not moved on the unfolding russia situation, unlike their larger peers. It's just that sometimes people know more than you do about what contracts they have and what their specialties are. I feel like i see things. Bot buffet trimm this position by almost nothing. Added this, like when a 13 f comes out or something. You mer, what's five billion to a hundred forty? Well, the way he bought it, did you see? No, i did. Oh, the size of what he bought in how few days and how much it was going up at the time while he
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