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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Benefits of Liquidation for Commercial Real Estate

If we have something happen here that is the same as the financial crisis, the recovery for seredage could be nothing. But it's also fascinating because if you look at that stock, that stock dropped a while ago. And then the stock wasn't as responsive as I'd expect to the bank failures. Because commercial real estate stuff, I mean the buyers, probably, I don't know. It doesn't matter who's seretage is borrowing from and stuff. So who's financing deals of a couple million? You know, like let's say they sold for, you know, what numbers did you have there? How many deals they did?"

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