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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 Asymmetry in Investments

This is an interesting stock to look at and study and try to understand. I've gotten more than one email asking us to do this. It was floating on Twitter too. But so he was talking about you know good verse perfect as an investment. And we could go into it but I guess I mean do you have any initial thoughts on this idea of asymmetry? We may not be agreeing in terms of like how we would analyze it with how the after dinner investor would analyze it.

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