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MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
Millennial Investing - The Investor’s Podcast Network
How to Be an Active Manager
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There's no macro overlay at Harris Associates that says you can own this or that. So we don't start with trying to forecast a very dynamic global economy. The best way to think about when we have an outsized exposure, it's because our bottoms up process has led us there.
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highlights
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