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Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

Focused Compounding

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The Future of Value Investing in the United States

value investing is a strategy you can apply there. Japan does not have the same historical background in terms of like value investing and things like that as the United States. What works best is when you can bring a strategy that's different, um, from what others are doing and it works. If everyone wants to buy the compounders, then you notice that other things are not so good that way.

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