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Tyler Moody: The Enterprising Investor

The Security Analysis Podcast

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Navigating Mergers and Portfolio Performance

Reflections on experiences and lessons from mergers like Spirit Airlines and Blizzard Activision-Microsoft, addressing skepticism, competitive dynamics, and rational decision-making in managing portfolio performance. Importance of position sizing with a focus on Verizon as an investment case, highlighting potential strength in an inflation scenario and stability amidst industry flux and company debt.

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