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17-06-2021, 07:05 PM
Salesforce, Amazon, Snowflake etc.; value investing in the modern world.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger