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The ‘Short’ Game with Jim Chanos & 2025 Masters Preview with Ned Michaels

On The Tape with Danny Moses

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Insights on Capital Expenditures and the Dangers of Management Meetings

This chapter explores early career insights gained from a pivotal meeting with FedEx leadership, emphasizing the impact on understanding capital expenditures and accounting. It argues for a reliance on financial statements over management insights, highlighting the importance of historical context in making informed financial decisions.

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