After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

045: What I Learned About Green Brick Partners

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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Verse Is the Business

In a lot of cases you have no idea. The best you can do is maybe just kind of get a ball park. And then you spend most of your time thinking about the business prospects as an owner, and think about the ttheir position in the industry and their moat. So i'm still focussed on price. Price still matters, but the way i'm looking at things currently is in more excepting that price is a range,. You have what it's probably worth on a low end, in high end, and then excepting that, you've got a range there.

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