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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Future of Entertainment

The studio could be attractive for someone to buy. Amazon should buy it, but you know, we've talked about that before. If something's independent like this, you could buy it. This is a lot of the business that Buffett and Munger complain about or gripe about.

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