Buffett always talks about how he had to unlearn some of Ben Graham’s teachings to take his businesses to the next level. I increasingly feel like I need to unlearn the idea that buffetts strategies continue to work today. Too much competition and a different environment :(
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Dura is an accumulator technically. Same category as constellation. Few play this way as it’s harder to execute we think.
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I think easily that. Omaha gets 50,000 or more each year for the annual?
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Good point. Iirc you explained how you dodge high valuations for software cos on that podcast with that college kid
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