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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

Focused Compounding

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Intro

This chapter explores Ajit Jain's decision to sell 55% of his Berkshire Hathaway holdings, examining factors like age and estate planning. Additionally, it speculates on Berkshire Hathaway's potential acquisition of Chubb and its implications for future leadership and deals.

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