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Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

Focused Compounding

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Dominos

i think the three i laid out here. might have bad next year's or two years, whatever. But would i rather be in these three than the cm p 500 or something? Yes, by a long shot. A the quality of the business and the position that they've had is as good, or better. They're in more over long periods of time, predictable sorts of things. I mean, how enjoy has a significant cyclicality to in stuff. Their prices are very attractive on an earning's basis. And even when we talk about dominos having some debt and stuff, it's not a lot. When we look at the e v bida type of things instead of

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