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The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)

Chit Chat Stocks

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Performance of NPR and Selective Approach to Investing

The speakers discuss the performance of NPR in the portfolio of a value investor, emphasizing the importance of letting winners ride and cautioning against timing the market. They also talk about the investor's selective approach to investing and highlight his ownership of a beer company called Kinsa or Quincy.

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