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Investment Wisdom from Others
galumay:
Todd Combs from BRK
https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast
galumay:
More Wisdom from Howard Marks from Oaktree, November 2022. Back to his best after a couple of lost years.
https://www.oaktreecapital.com/insights/memo/what-really-matters
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