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3min chapter
TIP389: Buffett's Core Principles w/ Dev Kantesaria
We Study Billionaires - The Investor’s Podcast Network
Investing in Coevit Vaccines
Valley Forge has a medical degree, but didn't become a doctor. Early on in recession, there was talk about investing in the ies making coevit vaccines. The fund took advantage of that by taking a large short position last year. Valley forge doesn't use a lot of its medical knowledge day to day because those businesses are just not predictable enough.
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