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EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

Focused Compounding

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Is Cudock a Colored Coat?

The stock had two a huge increases and decreases over that time. And it's been fine if youhad bought it then and held it to now. But the volatility, i think, is just so high that it's hard for investors to stick with it. I mean, all the numbers that we see, if you just could look at the business s, are good ver time.

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