Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
Focused Compounding
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Is It a Good Investment or a Speculation?
Bircher's big position in the permian basin through those two companies is likely to be a good A pretty good long-term hold. Ben Graham used to say if it's a good investment, it may be a good speculation And I think that's generally true But I don't do those short-term speculations at least not very often.
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