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Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA

The Compound and Friends

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Evolution of Asset Management and Social Media Stocks

Discussion on the transformation of asset management from the late 80s to the present, focusing on the success of Vanguard and the shift towards lower costs. Exploration of the financialization of markets, speculation on industry future, and analysis of prominent firms like Fidelity and BlackRock. Insights on social media market cap per user, skepticism on Reddit investment, and debates on categorizing companies like Meta and Snapchat.

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