Focused Compounding cover image

Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

00:00

Microsoft Acdivision

i feel like it sometimes like such a well known public company this size, there's some justifiable, i guess you could say, reasons for it. A buffet said during the meeting that he's been buying act division shares a he now owns nine point five % of the company. I mean, how many times has another manager, tettertod, started to buy the company? Tetlest buffet comes in and buys a bunch cause he likes it as well. The they're probablye the one that has the most neutral views, in the sense that if you went through the fang stacks and listed which one do you hate the most? And sof mikosof would come

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app