Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
Focused Compounding
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Navigating Modern Stock Dynamics
This chapter explores the complexities of modern stock investing, focusing on factor investing, momentum strategies, and the effects of short sellers. It highlights the disconnect between long-term fundamentals and short-term trading behaviors, along with the importance of earnings per share revisions in market efficiency. The discussion also emphasizes the need for regular reassessment of portfolios in changing market conditions, particularly in light of high-profile companies and overall investment strategies.
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