Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
Focused Compounding
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Is There a Falling Part?
i don't believe in the idea that there's a falling part, a decline. Am, i' think there's any evidence for that. There's no sense in which,. ah, there's mortality for industries or companies the same way that there is for people. A, you know, saying that would be like the life cycle of a country? Yhou'd like to cut it off. Ike, yes.
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