Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing
Focused Compounding
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The Future of DreamWorks Animation
"It's been a public company for a while. I don't think it's the stuff it's done has made great business sense, exactly," he says. "I'd be a little worried about long term how safe it is ... It's not DreamWorks Animation."
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