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Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342

The Meb Faber Show - Better Investing

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Is There a Shortage?

The past is why we're here. The promis you would have to be comfortable with one, that it's mexico and it's outside of maybe the us. And that's where it helps, knowing that this company's been around for forty five years. I think that's also, as yon of tan old concept te margin of safety. A lot of things can go wrong. It was my protective thesis when i was buying four sed homes. Look where i was buying atlanta, charlotte, orlando, tampa. These are all cities that had been growing for 30 years. You can't build five or ten thousand homes in charlotte when forty

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