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Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

Focused Compounding

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Introduction

Jeff Ganon: We spent a lot of time Talking about Ted Weschler's investment in dillards. The next day I was getting some emails from people and I actually got one from you as well Because the Wall Street Journal they actually did a article put up an article on dillards Titled this department store stock has trounced Apple Amazon and Tesla My question is to you Jeff to people who listen to the podcast? What do you think this was one day after I kind of had tweeted out joking But I was like there's some like more in-depth research here. They're reaching out to people itself So odds of that happening now just kind of a funny coincidence but

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