Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshireโs 13-F
Focused Compounding
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Bank of America and American Express
The bank of america is the next biggest one at 11% And he hasn't trimmed at all american express. maybe that's a you just want to just own bank of America apple 38.9 of his Portfolio huge position. So these are two that would be probably of the giant financial companies I've got to think that they're two of the least exposed to the risks of inverted yield curves and all that kind of stuff.
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