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Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

The Acquirers Podcast

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What's the Point of Style Drift?

In 1972, Fair Valley for Coke in 1972 was an 82 PE. It would have delivered 9% returns. So at 46, 16.2% big out performance. He's got some other conclusions about probably what happens in the interim. Some of these other ones were definitely like huge beneficiaries of a rapidly globalizing world.

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