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TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
The WISE Account That's Made for the World
Todd Combs and Warren Buffett talk about businesses on their Saturday afternoons. He said that 98% of what they talk about is the qualitative aspects of a business. A big signal Combs looks out for is when management changes the KPI for which they will be compensated by. The worst businesses are those that need high levels of capital in order to grow, and have declining returns.
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