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Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

The Acquirers Podcast

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How Do You Calculate Your Compound Return?

Coke, PNG, Johnson, Johnson, Disney, AMX, Pfizer. As a cohort, they had a P of 42 average versus 19 for the S&P 500. They were more than twice what the market was. And so he says it's not fair to characterize it as a bubble with burst because they went on to generate 12% compound.

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