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Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

Focused Compounding

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Strategic Investment Opportunities in Canada

A deep dive into potential investment opportunities in Canada across various sectors, focusing on deals that can make a significant impact. Discussion on CEO allocation decisions in regulated industries like utilities and railroads, and evaluation of allocations despite industry concerns. Insights on future portfolio decisions, navigating corporate tax rates, and the political intricacies involved in economic planning.

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