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EP 336. An Inside Look at Managing Investor Capital

Focused Compounding

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What Is It About Overlooked Stocks?

i've always found that you, with a few exceptions at strange parts of the cycle and stuff overlooks oxes. I'd rather the billion dollar company that is more overlooked than most billion dollar companies. liquidity is something that be managed from te portfolios perspective. There's nothing wrong with some amount of illiquid assets there,. if you have a lot of super liquid assets in your portfolio.

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