Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
Focused Compounding
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The Role of Price Discovery in Large Caps
I don't come across Sanborn map type situations where it's like, oh, I'm making numbers up. So you still actually come across those situations. And yeah, so I'm much more in the Buffett camp. Now for large caps, I mean, I think it'd be much harder.
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