Xerxes Posted February 12 Posted February 12 Great episode with The Chuck. This dude is awesome. Covers Mastercard, how he and his team don’t want to talk about Visa and MC enduring advantage (heh?), O’Reilly, 100x bagger book, some folky talk on American Tower, ROIC just an all in great episode.
ValueArb Posted February 12 Posted February 12 Let me add that everything you wrote is true, it was great podcast and Chuck (whom I never heard of before) was awesome.
Hektor Posted February 12 Posted February 12 18 hours ago, Xerxes said: Great episode with The Chuck. This dude is awesome. Good one @Xerxes
Xerxes Posted February 13 Author Posted February 13 (edited) The Essay "The Art of Not Selling", which was mentioned on the podcast and elsewhere Edited February 13 by Xerxes
Spooky Posted February 13 Posted February 13 10 hours ago, Xerxes said: The Essay "The Art of Not Selling", which was mentioned on the podcast and elsewhere Can't open the link unfortunately.
thowed Posted February 13 Posted February 13 It was a great day when I was introduced to Chuck Akre. It's the sort of simple investment philosophy that I can understand.
ValueArb Posted February 13 Posted February 13 On 2/11/2024 at 9:48 PM, Xerxes said: Great episode with The Chuck. This dude is awesome. Covers Mastercard, how he and his team don’t want to talk about Visa and MC enduring advantage (heh?), O’Reilly, 100x bagger book, some folky talk on American Tower, ROIC just an all in great episode. And let me also thank you for sharing this podcast. Sorry for not saying so immediately, you are as awesome as Chuck Akre for introducing me to Chuck Akre.
Xerxes Posted February 13 Author Posted February 13 3 hours ago, ValueArb said: And let me also thank you for sharing this podcast. Sorry for not saying so immediately, you are as awesome as Chuck Akre for introducing me to Chuck Akre. thank you ValueArb Regard
Xerxes Posted February 14 Author Posted February 14 On 2/13/2024 at 7:28 AM, Spooky said: Can't open the link unfortunately. Hi Spooky, AKRE Management had removed the original article, all Google searches point to other people' content/review that they have layered on top of that now unavailable article. I thought I had found it, but it looks to be gone. I am going to try to find it. Somewhat related: i noticed that the gentleman who does the Business Brew podcast had an interview with the gentleman who wrote that article (Chris Cerrone) https://podcasts.apple.com/us/podcast/chris-cerrone-a-simple-quality-discussion/id1540847053?i=1000549877526
Michael Campbell Posted February 14 Posted February 14 See if this works: https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit
Spooky Posted February 14 Posted February 14 18 minutes ago, Mdsoup said: See if this works: https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit Worked, thanks so much!
coc Posted February 15 Posted February 15 Akre is a great. I do wonder about his successors though. I'm not sure their decision making has been as sound.
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