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TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
We Study Billionaires - The Investor’s Podcast Network
The Role of Bond Yields in Determining Asset Prices
The price of money is a major factor in asset prices and can cause swings in the market./nBusinesses with a sufficient margin of safety and discount to intrinsic value are able to weather these swings./nThe best investors can do is focus on generating earnings growth and a low multiple on those earnings.
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