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Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433

The Meb Faber Show - Better Investing

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Is Private Versus Public a Good Fit?

Private, early stagest, majority public. Majority capital for our partners these days is private. We look at a combination of great management teams and also sort of an underlying industry in the assets. One of the things on that ma justes is one of the largest farming companies in south america. It's trading three and a half times even ebita,. generating effectively 30 % f free casual yields.

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