
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
Focused Compounding
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Buffet vs Munger - Is Buffet a Better Investor?
Munger would hold cash completely more than buffet does at times. munger is closer to the kelly criterion, a fortune's formula sort of stuff. He's closer to pure expression of that than buffet is. I in some ways, they're both very cerebral, not very emotional people.
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