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Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Focused Compounding

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Would You Like to Spin Off the Aviation Business or the Casino Management Business?

It's a weird situation, because they have this aviation part of their business. And something that's completely unrelated, the casino management business. They are very small, both of them, so i think itwould be hard to do a spin off That would get a good result for them and the costs involved with all this. A probably the best thing would be to sell each of the parts to a different buyer,. Without management and a their contracts and things attached to it. You could split up or spin it off. But we're talking about, i mean, it would probly be a very attractive spin off.

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