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Hall of Fame Bull Market

The Compound and Friends

Analyzing Real Estate Investments and Market Conditions

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This chapter delves into the complexities of real estate investments, focusing on B-Read as a real estate investment trust with private holdings. The discussion covers skepticism around returns, Blackstone's involvement, and challenges in shorting Blackstone due to its diversified operations. Additionally, the chapter addresses market conditions for stock pickers, emphasizing low correlation within the S&P 500 and opportunities for skilled stock pickers in the current economic landscape.

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