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Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

Focused Compounding

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Jeff's Philosophy on Selling Stocks

Jeffrey Gundlach: I don't know if there's a lot in our portfolio that the general public would consider overvalue. But yeah, I will hold a quote unquote overvalue position. He says he tries to get an overall read-on management and an idea about what they're thinking. How do you evaluate management compensation? Can you walk through your process?

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