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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Focused Compounding

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Intro

The hosts initiate a vibrant discussion on investment trends, drawing parallels between the dot-com era and today's market. They specifically analyze high price-to-earnings ratios, using Nvidia as a key example to contemplate market sustainability and historical lessons in investing.

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