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In this episode, John Mihaljevic hosts a discussion of:
Investing amid change: Phil Ordway addresses a listener question on change. Buffett famously said that he seeks out businesses exhibiting a lack of change. The listener asks whether this principle remains relevant today. We discuss.
Building from first principles: Elliot Turner talks about the difference between having to evolve existing infrastructure vs. building something from first principles. Elliot relates this distinction to the food and logistics sector.
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
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In this episode, John Mihaljevic hosts a discussion of:
Investing amid change: Phil Ordway addresses a listener question on change. Buffett famously said that he seeks out businesses exhibiting a lack of change. The listener asks whether this principle remains relevant today. We discuss.
Building from first principles: Elliot Turner talks about the difference between having to evolve existing infrastructure vs. building something from first principles. Elliot relates this distinction to the food and logistics sector.
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
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