#157: Martin Marietta $MLM - Andrew Sather

New Podcast

Hey All! I’ve started a second show completely devoted to the
field of Ontology which is another huge passion of mine. Please
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an ontological podcast where I break down distinctions of
human consciousness as an access to enhancing performance.
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Summary

On today's episode, I sit down with Andrew Sather who
is a self-taught investor since 2012. He specializes in
identifying value traps and avoiding stock market bankruptcies.
You can also listen to his podcast - Investing For
Beginners.
Show Notes

[2:29] Infrastructure Bill


[3:34] Not a typical minding company - economic moat


[4:32] Long-term industry tailwinds


[5:27] 125 year quarry rights


[7:56] Valuing the business


[9:47] Discussing $MLM's competitor Vulcan Materials $VMC


 
Resources

Seeking Alpha Articles by Andrew Sather

E-Investing for Beginners



 
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