Jeremy Raper - Credit Focused Equity
The Business Brew
00:00
Why I Own Trans Time Stock
Munger: It's extremely difficult in mid or large cap US to find anything that not isn't not isn't just picked over, not isn't priced to near nosebleed. Munger: I think there's a very, very high probability that I underweight what that business can do. But on the other hand, I am really worried that like, travel is actually structurally permanently impaired.
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