Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
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Are You Using Perpetual Assets and Optionality?
mathematically, imean intocomplete opposite things. Try to focus on those companies as if they were perpetual cash flows. And that's when i talk about free cash flow plus grows. All really assuming it is perpetual in a sense. But you're going to assume that something can happen between now and thend. Yedis f but y be very careful with things that aren't perpetual.
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