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Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS

This Week in Intelligent Investing

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Strategic Evolution in Investment Practices

This chapter examines the evolving nature of investment strategies, emphasizing the significance of cash flow dynamics and company valuations. Through case studies like Apple and IBM, it highlights how technological perceptions impact investment decisions and the complexities of scaling businesses. The discussion further explores the balance between traditional value investing and contemporary challenges, alongside the implications of geopolitical factors in financial sector investments.

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