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Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

Focused Compounding

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The Benefits of Management Buyouts

I do believe that management will buy out their shareholders in a lot of cases, especially in places like the US and stuff where it could be aggravating to be a public company. I've been in situations where it's happened. But on the other hand, how bad is the price if you compare it to like virtue or other UK car dealers because they've all been valued at less than five times e-bada for seven, eight years now? Mm Crazy.

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