Play Stupid Games, Win Stupid Economies
Автор: Skippy & Doogles
Загружено: 2026-01-12
Просмотров: 11
Описание:
First up, Venezuela. Once the richest country in South America, now economically uninvestable. We unpack how oil wealth turned into a curse, what "Dutch Disease" really means, and how Norway played the game better. Then it's onto growth investing. What actually makes a great growth stock? We break down a killer piece by James Gaultry, the Costco vs. LVMH debate, and why high ROIC plus reinvestment opportunities are rarer than you think. Finally, we dive into Pablo Torre’s podcast episode on scoring — and the existential trap of chasing the wrong metrics in life, money, and college rankings.
Join the premium Skippy and Doogles fan club (https://skippydoogles.supercast.com/) . You can also get more details about the show at skippydoogles.com (http://skippydoogles.com/) , show notes on our Substack (https://skippydoogles.substack.com/) , and send comments or questions to [email protected] (mailto:[email protected]) .
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