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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 Importance of Good Decisions

I don't think it's grown like much at all since then probably. We have very, very little information since the financial crisis on it. The fact that he would buy some personal things that could be in the same category as a Berkshire suggests that he probably hasn't spent much time thinking about it. If we ever had dinner with him or if we were ever interviewing him, I think I would want to spend the whole time talking to him about his personal account and what he did in there.

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