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Jeremy Raper - Credit Focused Equity

The Business Brew

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Warren Buffett's DMS

I think that I think that not enough people think about what he is saying when he talks. He's talking to a bunch of stakeholders, right? Yeah. A lot of what he says is a narrative to protect the less sophisticated shareholder in his company. So I think he'd probably agree in private. For example, the coke investment. If that was in like a small partnership, that would not have stayed in his portfolio.

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