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Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

Focused Compounding

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Value Investing

From recent memory, i've never seen so many value funds, or whatever, that you don't buy it at 25 times earnings. And in their models, they're like an, you know, the exs it multiple as 30 times earnings. But see, on a, um, hundred bagger, you would get that when it goes from one to two. But for a lot of people, it's not doubling up and its, if it was up 30 to 50%, they would sell,. So if you're that kind of investor,  it's going to be very hard to make big gains over time. Whenever you have to face this fact, which is a lot of

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