Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors
Excess Returns
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Rediscovering 'San Su' and Finding Inspiration in Chaos
The speaker reflects on their initial disinterest in 'San Su' but re-reads it during the pandemic and gains a newfound appreciation for its teachings. They explore the parallels between 'San Su', Graham, Buffett, and military strategies in surviving and thriving in chaos.
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