046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Is There a One in a Generation Opportunity?
"I do keep a large cash allocation over all. But the way i've always looked at that cash is fora life emergencies," he says. "If there isn't once in a generation opportunity, i can take some of that cash from the life reserves and put it into stock sat." He also wants to model what it would be like to run a fixed amount of money.
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