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Talk Your Book: Compounding with Concentrated Portfolios
On today's show, Michael and Ben are joined by John Neff, Partner and Portfolio Manager of AKRE Capital Management to discuss: the AI investing craze, the creation of fundamental analysis, compounding returns with Warren Buffett, running a highly concentrated portfolio, and much more!
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Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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