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A Short Report That Shocked the Markets

The Canadian Investor

00:00

Roper - The Most Buffett Move?

Warren Buffett owns 20.13% of American Express, the company. He bought 151 million shares and then hasn't done a thing since. The investment thesis that I had was one, I like sticky software roll ups. They grow by acquisition and they spit out tons of cash. And two, this was an acquisition machine that was undergoing a pretty significant pivot.

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