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Thursday, March 28, 2024

Sunday Listen…Hello From Amsterdam

 

Image by user32212 from Pixabay

Sunday Listen…Hello From Amsterdam

Courtesy of Howard Lindzon

I only have one listen for you today.

I really liked Patrick’s interview Aswath Damodaron.

They covered:

– why it’s unexpected inflation we should fear
– valuing FANGAM stocks over time
– alpha / edge
– why ESG is bullsh*t

Have a listen here.

Have a great Sunday.

 

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