This post is going to be very short. Two quick pointers to mention here. Sitting on Your Ass The “GEICO” moment Sitting On Your Ass (SOYA) Ask someone in the room, do they feel smart ever taking profits after a quick 50-100% increase within a year? The answer is a resounding YES. The truth is…
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These are the notes from Adam Blum, direct download link at https://drive.google.com/file/d/1dPZt_UYnuyRbKbAiHxsJ8alMUpv_0AbF/view Here are some things that popped up in my mind: “Being the low-cost producer is a terribly important moat. Technology doesn’t always translate to the lowest cost. The technology at Geico has not brought down the cost, but its position among big companies is…
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