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11min chapter
The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings
The Compound and Friends
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode