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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Advantages and Disadvantages of Spirits

Spirits may not drop at all. Albertsons, it depends on how they do running the company. It's a little more up in the air about, you know, their recent results were good. But like longer term, are they really that comparable to Kroger operationally and stuff? The unaffected price could be really close to the price at which they trade.

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