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The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings

The Compound and Friends

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Stock Selection Process and Holding Period

The chapter discusses their stock selection process and preferred holding period, emphasizing the importance of considering the ability to hold a stock for five years. They also touch on concerns such as earnings restatements, bankruptcies, and bad mergers. Additionally, they address acquisitions and whether they continue holding the acquiring company.

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