Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
Focused Compounding
00:00
Is There Any Upside to Talking About Current Holdings?
Jeff seemed very open in the beginning of your podcast to talking about current holdings. Clearly that as changed. Can you explain the reasoning behind this? Ye a, i think, hum, i would say we have not been open about discussing current holdings of the fund. It's also harder to do that all in public as well, buying and stuff like that.
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