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Warren Buffett (mentioned)

"You're buying it at 10 times cash flow": Value Options Letter co-author on VICI
10 calls: why MGM's sell-off after its failed buyout looks overdone, a lender priced for losses worse than 2009, and AI-era winners at 11x book against…
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Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers
16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…
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Discretionary macro is back as quant tools impress nobody, says RCM Alternatives partner
9 insights: how the Lakers buyers can deduct about $800M a year, how a Utah resort sold back to its developer for $30M, and why AI job losses are…
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Silvia CEO: the S&P rose about 70% in 5 years while Bitcoin, gold and land rose 170%
12 arguments: why he says the Fed and the BLS cannot count inflation, why more Americans pay for sports betting than for AI, and why AI agents will need…
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Heavy use of AI will rot investors' brains, says Egerton Capital's founder
19 lessons: why he hates EV/EBITDA, the 2008 crisis London missed, 40 stocks against the fashion for concentration, a poor year, and KKR's chief…
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"Perhaps the greatest business story I've ever seen": Bill Ackman on Anthropic
9 moments: why Howard Hughes will cut its real estate equity by up to 80%, why he calls his fund's discount a marketing problem, and the brain institute…
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645 Ventures co-founder: selling half of one stake returned 35% of his first fund
18 lessons: why he says $50M seed rounds are bad for companies, why venture prices look exuberant again, and the 40-year-old bank software vendors he is…
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Bond index funds lend the most money to the most indebted borrowers, says Plancorp's CIO
11 lessons: why he keeps all his own money in one global fund, why a market timer has to be right twice, and why 90 of 26,000 stocks produced over half…
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Motley Fool Australia CIO: most people shouldn't be buying shares individually
14 principles: why he says a crash is coming and to invest anyway, his math on why Australian home loans would eat 77.5% of pay, and the five-step test…
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The Wilshire 5000 is at 240% of GDP against Buffett's 80%, Smead Capital's CIO finds
15 calls: why 20 stocks making up 45% of the S&P 500 are what gets sold first, why he says oil will not return to $60, and the five energy stocks his…
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Marlton LLC founder: the private credit boom is over and no new money is flowing in
16 takeaways: why he is buying public BDCs at 60 to 65 cents on the dollar, why BDC mergers will come at NAV or above, and why Pershing Square earns a…
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A 10–11% return can end near 5% after tax, fees and bad timing, says a Canadian CPA
13 takeaways: why a Hot Wheels track made him a saver, how 11 months in cash could cost one client an estimated $3M, and a Nova Scotia tax rule that…
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