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Highly appreciated that you "pivoted" back to your roots, you "We Study Billionaires". I mean: THIS was basic, core like stuff and funnily enough, I missed that the last months. It motivated me to reconsider my portfolio. Thank you for the input, that was a great conversation!!

This was a good one, I don't listen to these as much since it seems like stuff as deviated away from value investing

Highly predictable biznses No high upfront cost with unpredictable returns Pricing power Strong organic growth Duopoly monopoly Stocks that u dont need to twist someone ark tp use Base portfolio based on earnings not returns necessary

talk about profiles ...lol wow.