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Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

The Acquirers Podcast

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The Challenge of Maintaining an Inventory

This chapter discusses the challenge of maintaining an inventory of companies while considering risk-reward ratio and price. It emphasizes the importance of measuring opportunity cost and taking a flexible approach to investing, highlighting how Berkshire Hathaway operates in this manner.

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