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Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

The Acquirers Podcast

NOTE

Operate like Buffett with excess cash

The speaker discusses how Warren Buffett's decision to sell a stock like American Express, which quadrupled in value, to buy something better aligns more with the average investor's approach. Owning a holding company with excess cash or being an individual investor with funds from employment allows one to imitate the strategy of continuously investing without selling, similar to Buffett's method in Berkshire Hathaway. However, the speaker implies that Buffett might handle finances differently if managing a smaller fund.

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