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Jack Burns: Advanced Asset Allocation for the DIY Investor

The Security Analysis Podcast

CHAPTER

The Benefits of Coffee Canning

Kager: A lot of that might be a product of just market cap waiting. He says there are companies out there where you can reasonably say, yeah, this business is probably going to do okay over the next 20 years. Kager: If something is compounding their invested capital at like 15, 20% or even 30%, initial price doesn't really matter as much.

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