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The Importance of Asset Value
I have been in the US for almost 30 years, only shall be there for as long. What do all these companies do? They change our behavior without even realizing it. And I think that we have to, as a value investor, I would never buy Amazon. So my job as an asset avigator, I don't have the luxury to do what Vohish does. He probably will manage 5% of somebody's money. I manage 100% of these days."