Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
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The Importance of Concentration in Business
It's often easier to tell when you're looking at a business, banking insurance, any kind of business. We haven't seen a bank fail that looks to me like a median bank in the United States. You could have one of the most efficient banks there are in terms of non-interest expense. That would be interesting. Doesn't mean you should buy it, but it's interesting.
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