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Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

Focused Compounding

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Analyzing Major Stock Movements and Investor Strategies

This chapter examines major stock reductions, specifically Charter's 46.5% drop, while discussing speculation around key investorsโ€™ stock holdings. It also delves into UNH's recent acquisition and its connections to prominent investors and historical healthcare initiatives.

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