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EP 336. An Inside Look at Managing Investor Capital

Focused Compounding

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You Don't Have to Do Anything That Hurts Performance

Aros: Individual investors' greatest competitive is to focus in these pockets of the market where institutions, hedge funds, mutual funds, cannot and will not go. He says you don't need to do anything that they have to do that hurts their results. Aros: There's nothing wrong with owning stuff that's liquid. I'm just saying, paying up for selling that liquid. And then you just get to capture a better return than others.

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