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EP 336. An Inside Look at Managing Investor Capital

Focused Compounding

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Investing in Mutual Funds

Every single stock that we invest in, for example, in the portfolio, returns, that we're gon to have both the magic outs in fund. If the market rips 20 % over the next five years, i don't know if we'll do that. So idno, i'll be curious to see how things play out long terms, from like a correlation standpoint. I think the performance of the portfolio will be pretty much entirely based on how we pick the stocks.

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