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Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

Focused Compounding

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Privatizations as Investment Opportunities

Exploring the profitability of investing in companies that have transitioned from state-owned to publicly owned, including factors such as amount sold, type of business, and government stake. Examples of partial privatizations in Vietnam and potential risks associated with government ownership.

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