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#111 Joel Greenblatt: Investing Made Simple
The Knowledge Project with Shane Parrish
How Buffets Applied Capital to a Portfolio of Companies
"Our only home base, or true north, is that, hey, this is an ownership share of a business," he says. "Can i value this business as if i'm owning the whole company, like a private equity firm? What's it worth?" 'I don't want to name five, but, you know, those are three models that have certainly resonated with me'
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