TSOH Weekly

"You're Not a Real Estate Guy, You're A Capital Allocator"


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A discussion with my friend Jason Greenwald. 

We discussed his background in real estate, what the 2008 foreclosure market taught him about human psychology, his early days as an equity investor, and his investment in The Walt Disney Company (disclosure: at the time of recording, Jason and I were both long DIS). Enjoy!

You can follow him on Twitter @JGreenwald86.

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TSOH WeeklyBy TSOH Investment Research

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