Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

The podcast discusses net nets and highlights two actionable ones: Jewett Cameron and Jerish Holdings. They explore purchasing companies under book value and the decrease in net nets. The strategy of buying net nets is analyzed, comparing Warren Buffett and Ben Graham's approaches. They discuss the titles, subsidiaries, and liquidity of a pet product manufacturer. Strategies for buying and selling stocks are compared. The declining profitability of a company is examined, emphasizing the risks of low returns on capital.