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Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

Focused Compounding

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Post-Pandemic Valuation Reassessments in the Pool and Outdoor Equipment Markets

This chapter analyzes the financial outcomes of pool industry companies and outdoor products amidst the COVID-19 pandemic. It reveals how temporary demand spikes inflated valuations, leading to a reassessment of market performance as sales reverted to more sustainable levels.

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