
Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
Focused Compounding
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The Valuation Topic Is Not All Soundactual Piss
Elsius: Most of our energies, mo, is not all soundactual piss itself. I think people forget about base rates. All we need to do is have enough confidence that something is worth we also don't really shortstock. So it's the charley munger quote. That's what really matters to us.
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