046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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What I Know About Uhall, Is That They Have a Competitive Advantage?
i know more about the moving industry than 99 % of the planet, ok? And what i know is that, uhall has a mote. They have physical assets across the united states of ame a that give them an edge in terms of their pricing and availability. We don't want to lose money here. We can not gain a bunch on a n investment and live to fight another day... But we can't be having real, booked, long term losses out here. So i want to be extremely accurate about the present downside risk. It's kind of been something i've been playing with in my thinking about investing.
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