Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
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Having Local Advantages Is a Good Thing
quick o fess is right back to two thousand 18, two thousand 19. Yet i don't think t a, they're particularly cheap. Verses are, like, peak earnings, same thing s one sang with sant marke kinston. But most these companies are much closer to what i think their pique and normal earnings are going forward than something like cinamarc.
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