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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

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Advertising in a Recession?

You were selling these less followed companies and turning your portfolio over because some of these very large, well followed, high quality businesses just got so cheap. And again, it was somewhat crisis ted a. Some of the things that i bought there. The people would recognize im as health. There was legislation, no bomb o care, that sort of thing. It wasn't know one a bomkere would be yet.

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