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Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

Focused Compounding

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Carmart

I know you deal in small caps, but aside from that, what do you and jeff think of kmx and CR MT on a comparative basis? And then somebody else had asked Um, let me scroll where was it? So regarding car mart what changes or trends in the business with jeff view as a red flag. Like low enderation extension cap allocation changes securitization emphasis on growth versus collections, etc Thanks.

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