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Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

The Acquirers Podcast

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The Advantages of Value Investing

The big advantage that he has, I guess, is that there are high performance conglomerate where they're not stuck in any single silo. When it gets expensive and you go, the only sensible thing really is to send the money back buy back some stock. Sure. But they just shift into another industry. Typically what was just successful, what was just popular,. It's still good, but not cheap instead of being good and expensive. Exactly. That works.

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