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Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

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Are You Beating on the Beauty Contest Againn the Future?

Think about all these companies that went public at insane valuations. Are you kind of betting on a bubble in the future, and we'll have easy money again? I wonder, like psychologically, if this is the way, if you stick with that stock. Yes, that's true. Now a lot of people are doing more. Theyre strategy from what they're in.

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