I am curious if you know "the 12 companies that do better than anyone else" that Charlie is referencing? I appreciate you and this collection each week!
Unfortunately, I don't know the specific names he was referencing. I think he was mainly referring to the twelve companies (and he may have just pulled that number out of the air as an example) that have gotten the best returns at the top end of the market. Like, at any given time, you want some significant exposure to the biggest and best companies that are driving the biggest returns. But that's just a guess on my part. Thanks so much for reading!
Always excellent 🔥
Thanks! Much appreciated :)
I am curious if you know "the 12 companies that do better than anyone else" that Charlie is referencing? I appreciate you and this collection each week!
Unfortunately, I don't know the specific names he was referencing. I think he was mainly referring to the twelve companies (and he may have just pulled that number out of the air as an example) that have gotten the best returns at the top end of the market. Like, at any given time, you want some significant exposure to the biggest and best companies that are driving the biggest returns. But that's just a guess on my part. Thanks so much for reading!
As a browns fan, I agree on Haslam!
I thought Mungers discussion of being able to raise prices on ketchup and other sauces vs Mac and cheese interesting
Agreed -- Charlie's comments on Heinz ketchup were really interesting! I learn something new every time I listen to him.