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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Problems With Uranium Stocks

There are uranium stocks, as you know. Do you have any thoughts on that? You have a view on that? No, that's a complicated issue. There's plenty of supply that you can get from other sources. We can also repurpose some stuff. But it's... I mean, this is something that I don't expect to be big ever nuclear.

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