4 Comments
User's avatar
ap147's avatar

Thank you for sharing this. I love Focused Compounding podcast and thanks to your post I found Acquired and Berkshire Hathaway Annual Meetings (excited to go through the content)

Expand full comment
Anton Berg's avatar

Thanks for a great read and keep it up!

Expand full comment
JP's avatar

Hi man, thanks for the transparent attitude. Why are you out of North Media?

Expand full comment
ValueTeddy's avatar

It was the case I liked the least in my portfolio, and had a hard time seeing it outperforming the other picks.

Expand full comment