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Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

Focused Compounding

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The Importance of Correlation in Investing

Since launching the fund, it's been more than double what it has always been. Investors are paying us and I know they say there's no style points in investing. But I just think you want to do something different than the market than what investors could just buy the S&P 500 ETF and get themself. And I think there are still ways to do that.

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