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Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

Focused Compounding

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What's the Difference Between a Slow Cooker and a Stock?

The company is a perfectly sound company that's not speculative at all. The management is clear eyed, ind everything about in for a long term. But for some reason, people push up the stock price a lot, so there's too much speculation in the future of the company.

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