Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
Focused Compounding
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The Importance of Overlooked Stocks
Maha: If you have a market that's 20% amateurs and 80% professionals, the amateur is very unsuccessful. Maha says he agrees partially with Buffett when people ask why to only do overlooked stocks. He says there are six good years in his 24-year career for value investing like that. But other three quarters of the time, I don't think things have been that cheap enough to make that strategy work all that well.
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