This lecture is an excellent supplement and follow-up to the prior lecture on investing in retailers given in the link below. The speaker has a focused circle of competence and it shows in this lecture.
Lecture 9 a Great Investor Discusses Investing in Retailers and ANN(function() { var scribd = document.createElement(“script”); scribd.type = “text/javascript”; scribd.async = true; scribd.src = “http://www.scribd.com/javascripts/embed_code/inject.js”; var s = document.getElementsByTagName(“script”)[0]; s.parentNode.insertBefore(scribd, s); })();
