
Ep 408. Where Do You Draw the Line Between Money Mind and Style?
Focused Compounding
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Buffett's attraction to high yield investments and KKR's mistakes with cash flow analysis
This chapter discusses Warren Buffett's preference for high yield investments and KKR's mistakes in analyzing cash flow dynamics of growing companies. It also emphasizes the importance of understanding cash flow management and shares examples of companies that faced challenges in this area.
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