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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Potential for a Sell of Hollywood Studios

This is a situation where both businesses are going to look dramatically different afterwards. There's the most potential for a miss pricing because you don't exactly know what it's going to look like. The warnings, I would say to people, are number one. No one will know how to value this after it's messed up and stuff when you're talking about the studio on its own.

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