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EP 336. An Inside Look at Managing Investor Capital

Focused Compounding

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Are You Buying Crommy Businesses?

We're talking about buying what we think are very high quality businesses in this pocket of the market that are just less traded. The shares don't turn over as much. So it's not like we're buying crommy businesses. But they they there's some problems with insideer dealing and a lack of disclosure, and maybe some weird stuff s havent with the company over time thatis changed. And so some of them are much better quality, more diversified than other smaller ones but sometimes they're not.

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