
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
Focused Compounding
00:00
Is Microsa in Play, and It Might Not Work Out?
I'm with buffet on this one. I mean, i think buffet would say, look, we could lose a lot of money un thess, it might not work out. Strategically, i think it's a very, very good asset. And there's a ton of companies that would like to own it. A bunch of them might be block or get lot of protests and things. We could put in n activision in quick avesan take a look. But now intrestries have changed. Abdoind so you know, you have loggedin, so you have the tenular. Let's looke a cash p so we can get an idea there.
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