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Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

Focused Compounding

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Micron Technology - The Top Big Bet by Super Investors

It's trading at probably a lower point in its history on a price to book basis. If we look at like annual going back far in the company's history, we are using QuickFS and you could down long-term financials yourself. But yeah, I mean, at a more like book value, tangible book and stuff, it might be interesting,. It's at what 1.3 times book, with it including Goodwill, I think. Mm hmm. Go to valuation and price to book.

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