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Lessons From a Legendary Fund Manager with Joel Tillinghast

Excess Returns

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Navigating Inflation: Investment Perspectives

In this chapter, they discuss the impact of inflation on investing and the need to adapt to higher inflation. They reflect on past experiences with inflation and successful investments during high inflation periods. They also discuss their approach to investing in companies that can perform well in different economic environments and the importance of considering the impact of inflation on equity returns.

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