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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

Focused Compounding

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Is It a Better Brand Than Something Else?

I don't have a recipe. Part of the problem is, all these things that we're talking about as an investor, is just a recipe for how to find something that's successful and buy into that. But it's totally a fluke. We can't explain why it got big in the first place. Why it and not something else? There 're always stories after the fact about trying to explain why one thing became very successful ad another didn't it.

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