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

Focused Compounding

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Evaluating Growth Strategies and Operating Profits in Investment

This chapter examines the complexities of assessing operating profits and growth strategies in companies, focusing on the role of intangibles and operating costs. It discusses the challenges faced by fast-growing firms and highlights specific examples like Occidental Petroleum to illustrate potential investment pitfalls.

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