https://pca.st/episode/17966c7b-a56e-46f7-ab2d-03d86dbad650
He's ahead of Buffett but WB has massive AUM and MB should be running circles around him.
So yeah... he had one movie worthy trade, but that doesn't make it a sound strategy.
https://pca.st/episode/17966c7b-a56e-46f7-ab2d-03d86dbad650