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TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
We Study Billionaires - The Investor’s Podcast Network
Where Did Buffett Go Wrong With Precision Cast Parts?
Berkshire bought precision cast parts company TSM. Buffett was an analyst on that space as well for a long time and has intimate knowledge of the company. The macro environment also went against the story, he says. "It's so important to not invest in a situation where the competitive dynamic is going against you"
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