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Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol

The Acquirers Podcast

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Is It Easier to Focus on the Cheapness of the Business?

In a world where we turn up the coafficion of change going forward, which gets harder? Does it get harder to know about the good businesses and what they're going to look like and continue to look like? Or does it getting harder to untangle secular versus cyclical problems with ah. And so do they warrant those very high multiples thas virtually impossible questions to answer? I don't actually believe that capitalism working that way any more.

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