
 Focused Compounding EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
 Dec 20, 2021 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17 
 Introduction 
 00:00 • 2min 
 Berkshire by Backs - Any Thoughts on Facebook or Meto Vers? 
 02:18 • 1min 
 Berkshire - Is He Going to Sell Apple? 
 03:47 • 3min 
 What's the Difference Between a Restaurant and a Stock? 
 07:05 • 2min 
 Are the Value Markets as Cheap as They Used to Be? 
 08:41 • 2min 
 No Plans for a Spack? 
 10:26 • 2min 
 The Stock Market Was Harder Than Two Thousand Six 
 12:02 • 2min 
 Car Dealerships - Are They Really Cheap Versus Us? 
 14:11 • 5min 
 How Important Is Company Culture? 
 19:02 • 5min 
 Are You Trying Too Hard? 
 23:39 • 2min 
 Is Greenbrick a Cheap Company? 
 25:30 • 5min 
 Do You Think Slash Sports Franchises Are a Good Investment? 
 30:17 • 3min 
 Cosco vs Berkshire 
 32:55 • 2min 
 What's the Best Business? 
 35:04 • 2min 
 How to Invest in a Small Company 
 36:53 • 2min 
 Why I Don't Want to Buy a Microcap or Small Cap or Microcap 
 39:00 • 3min 
 What Is Value? 
 41:44 • 4min 
