Xerxes Posted February 12 Share 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. Link to comment Share on other sites More sharing options...
ValueArb Posted February 12 Share 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. Link to comment Share on other sites More sharing options...
Spooky Posted February 12 Share Posted February 12 This was excellent, thanks for sharing. Link to comment Share on other sites More sharing options...
Hektor Posted February 12 Share Posted February 12 18 hours ago, Xerxes said: Great episode with The Chuck. This dude is awesome. Good one @Xerxes Link to comment Share on other sites More sharing options...
Xerxes Posted February 12 Author Share Posted February 12 Cheers guys ! regards Link to comment Share on other sites More sharing options...
Xerxes Posted February 13 Author Share Posted February 13 (edited) The Essay "The Art of Not Selling", which was mentioned on the podcast and elsewhere Edited February 13 by Xerxes Link to comment Share on other sites More sharing options...
Spooky Posted February 13 Share 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. Link to comment Share on other sites More sharing options...
CorpRaider Posted February 13 Share Posted February 13 He was a good one. Link to comment Share on other sites More sharing options...
thowed Posted February 13 Share 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. Link to comment Share on other sites More sharing options...
ValueArb Posted February 13 Share 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. Link to comment Share on other sites More sharing options...
Xerxes Posted February 13 Author Share 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 Link to comment Share on other sites More sharing options...
Xerxes Posted February 14 Author Share 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 Link to comment Share on other sites More sharing options...
Mdsoup Posted February 14 Share Posted February 14 See if this works: https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit Link to comment Share on other sites More sharing options...
Spooky Posted February 14 Share 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! Link to comment Share on other sites More sharing options...
coc Posted February 15 Share 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. Link to comment Share on other sites More sharing options...
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