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Jeremy Grantham, Bubble Historian
The Compound and Friends
Miraculous management generating money out of thin air
Magnificent management generated money out of thin air/nTalking a company's worth from a dollar to ten is difficult/nStyle and discipline were important for making money in the past/nDividend discount model and quant products were effective/nMargins of giants haven't mean reverted/nBrand new ideas contribute to our lives
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