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Jonathan Boyar - Intrinsic Value Opportunities

The Business Brew

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The Old 'Let the Right Tail Do the Work'

i've determined that the key is to define a great business in the right way, right? So you got to be pretty critical of the definition. But i do think hat there are, objectively, some of these businesses that a younger me would have sold that now. If somebody wants to tell me that it's going to under perform the average basket of value companies, i guess i'd probably fade the argument.

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