Value Investing, Compounding and Lifelong Learning with Gautam Baid
Excess Returns
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What Are the Sources for Werried Perception?
An mav, i just wanted to ask if you could sort of shake that out a little bit more. Sure sbetoven were waring perception first. The second source for a werried perception is that of operting leverage. There are only two kinds of companies one with low capital employed and one with high capital employed. And ente i merty baggers and wating persepion comes pr having a differentiated view on the short ommedi en projecty of business.
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