I Love the Portfolio

Bhut: I love reading yals writing. And one of your quotes, when you were talking about sort of investment opportunities, i love you kind of sprinkle in different quotes. Bhut: It applies to holdings too. Some of these big compounders. You want a hundred bagger? Well, you may hope it's going to come in a year, but in reality, it's probably a dec k plus. But we think this company is worth 18. We're excited that they reered it a number of years ago and are doing really well.

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