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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Green Black Book and Spin-Offs

Do you ever think about cycles from your own strategy of buying great companies at cheap prices? I mean, we haven't found a FICO at eight, nine, ten times earnings or J&J snack foods at less than 12 times earnings. You get different opportunities at different times because the market's always adjusting. The one that'll be interesting is, you know, with Albertsons, if that was to happen, of course they'll have to spin off stores. Those are the best for companies that buy entire ones.

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