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👤 PersonAppearances Over Time
Podcast Appearances
Why do you think there are extremely well-known brands in other categories, maybe packaged food or something?
No, I have to and I do. I'm curious being that since these guys are very tech focused, I'm curious not being a tech person. How did you think about the Apple investment and what gave you the conviction to be so big?
No, I have to and I do. I'm curious being that since these guys are very tech focused, I'm curious not being a tech person. How did you think about the Apple investment and what gave you the conviction to be so big?
I'm curious, what major companies that haven't been mentioned do you think people would do well to study the virtues of, like studying the virtues of Costco?
I'm curious, what major companies that haven't been mentioned do you think people would do well to study the virtues of, like studying the virtues of Costco?
The companies that people would do well to study the virtues of.
The companies that people would do well to study the virtues of.
Forgetting the prospects of the stock, how do you think about the next 10 years for the business? I think it'll do pretty well.
Forgetting the prospects of the stock, how do you think about the next 10 years for the business? I think it'll do pretty well.
And I don't think you're saying there are no opportunities whatsoever. I think you're just saying low expectations and fewer bonanzas.
And I don't think you're saying there are no opportunities whatsoever. I think you're just saying low expectations and fewer bonanzas.
Well, that's sort of your philosophy on both sides is you've got to be patient for the great opportunities, but you've got to recognize them when they come and pounce.
Well, that's sort of your philosophy on both sides is you've got to be patient for the great opportunities, but you've got to recognize them when they come and pounce.
What do you think about the predictability? There were a number of companies back when you started where you could have said this business will be the same in 10 years. Do you think that number is the same today or do you think it's much harder?
What do you think about the predictability? There were a number of companies back when you started where you could have said this business will be the same in 10 years. Do you think that number is the same today or do you think it's much harder?
What companies can you see today where you can confidently say, Berkshire aside, Costco aside, you can confidently say the business will be as good as it is today in 10 years?
What companies can you see today where you can confidently say, Berkshire aside, Costco aside, you can confidently say the business will be as good as it is today in 10 years?
Charlie, a lot of people are going to benefit a lot from hearing this and your wisdom, and they're going to learn so much.