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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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How to Think About Probabilities

There's almost nothing that's 100% certainty, right? But there could be some things that are pretty close. The issue is usually the way people model it out as harder instead of as fuzzy as the real scenario is going to be. I have much higher confidence that there wouldn't be the kind of prolonged nuclear exchange that people expect from major powers back and forth.

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