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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Market's View on Heritage Growth Properties

The stock currently trades at $7.42, and it's got 22% short interest. Management still thinks that they can get, I believe, $18 to $20 per share in a full liquidation. So if there's a 10% decline or 10% better performance than expected, then the value of your common stock is going to be all over the place.

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