<div>Lessons from Munger <br>
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Taking Stock Wednesday 29th November 2023 <br>
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Companies discussed on “Taking Stock” today: <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=660s">11:00</a> & <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1148s">19:08</a> Ocado <a href="https://www.youtube.com/hashtag/ocdo">#OCDO</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=670s">11:10</a> JD Sports Fashion <a href="https://www.youtube.com/hashtag/jd">#JD</a>. <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=785s">13:05</a> Empire Metals <a href="https://www.youtube.com/hashtag/eee">#EEE</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=840s">14:00</a> Metals One <a href="https://www.youtube.com/hashtag/met1">#MET1</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=905s">15:05</a> & <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1123s">18:43</a> Silver Bullet Data Services <a href="https://www.youtube.com/hashtag/sbds">#SBDS</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1000s">16:40</a> Ethernity <a href="https://www.youtube.com/hashtag/enet">#ENET</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1050s">17:30</a> Tintra <a href="https://www.youtube.com/hashtag/tnt">#TNT</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1075s">17:55</a> Real Good Food <a href="https://www.youtube.com/hashtag/rgd">#RGD</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1170s">19:30</a> Mosman Oil & Gas <a href="https://www.youtube.com/hashtag/msmn">#MSMN</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1185s">19:45</a> Equals <a href="https://www.youtube.com/hashtag/eqls">#EQLS</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1265s">21:05</a> & <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=2100s">35:00</a> Halfords <a href="https://www.youtube.com/hashtag/hfd">#HFD</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1374s">22:54</a> Motorpoint <a href="https://www.youtube.com/hashtag/motr">#MOTR</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1730s">28:50</a> Verditek <a href="https://www.youtube.com/hashtag/vdtk">#VDTK</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=1890s">31:30</a> LifeSafe Holdings <a href="https://www.youtube.com/hashtag/lifs">#LIFS</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=2054s">34:14</a> Distribution Finance <a href="https://www.youtube.com/hashtag/dfch">#DFCH</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=2270s">37:50</a> Greatland Gold <a href="https://www.youtube.com/hashtag/ggp">#GGP</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=2330s">38:50</a> Pan African Resources <a href="https://www.youtube.com/hashtag/paf">#PAF</a> <a href="https://www.youtube.com/watch?v=IJbawSzzQQ0&t=2364s">39:24</a> Kodal Minerals <a href="https://www.youtube.com/hashtag/kod">#KOD</a> <br>
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