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Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEA

The Acquirers Podcast

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Cape Doesn't Make AnySense on Fang?

The market is optically expensive. There's a discount for costs and management arbitrariness. Cape has only been around since 19 96, so it may not make much sense on fang. The game doesn't ever end here; talk of innings is probably not that helpful.

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