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Thursday, 4 May 2023

Warren and Charlie poking US Business Schools

 







When Charlie said they "morphed" into buying better companies when they were underpriced...


I'll leave it to you to decide whether that's "market-timing". 







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    NOL, strategic investment singapore, might be nationalised. bottom of cycle?200% return??? Look more into details. When its trading at $4,what is its profits??? no. of years of cycle???

    Defensive and big market presence.

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