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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

00:00

The Class Example for the Really Big Stocks

Peple: We're just trying to take an absolute approach, which means that we're trying to do something. I think if our invessors found out that we were buying facebook or micersoft or ami com, or these just very large, very liquid, high quality names, they probably would be like, hay, this is not what you guys sold me on. Thes can have a really big impact. Um, and where the market does well for ten years or something, we can still get a return for people who don't know about us.

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