Ep 62. SuperInvestor Series: Joel Greenblatt
Focused Compounding
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The Timing of Spin Offs
The timing is always very different. It comes from just the fact that more people know about spin offs now. And they just want to buy every spin off and see what happens. You could do a lot worse than having a basket of all spin offs. But yeah, there is a timing thing. Maybe it will trade down for a week or a month or something. I'm not sure.
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