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Why Valuations Don't Matter

The Compound and Friends

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Market Dynamics and Short-Term Investing

This chapter examines the influence of short-term market fluctuations on investment decisions, particularly in the context of major earnings reports from companies like Microsoft and ASML. It discusses the complexities surrounding how market sentiment reacts to good news and the unexpected rise of lower-quality stocks during a generally healthy economy. Additionally, the conversation highlights the differences between traditional long-term investing strategies and the modern techniques employed by younger investors and quant-driven traders.

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