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Epsilon Theory on Tape: Always Go to the Funeral

Epsilon Theory Podcast

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The Meta Game of Stock Investing

Every highly successful stock picking investor in the world, value oriented or not, has two things. One is a duration match between assets and liabilities. It's more important to play the meta game well than to play the immediate game. No one has truly permanent capital. Nothing lasts forever. Death and taxes are the only eternals.

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