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This is actually a pretty good example of why when you're looking to b

From The Long View · Jun 16, 2025

This is actually a pretty good example of why when you're looking to buy stocks, you wanna buy stocks that do trade at a pretty significant margin of discount below what we think intrinsic valuation is. So that gives you a good cushion that if your assumptions change and if you do reduce what you think the intrinsic value of the stock is worth, you know, you still are owning it at a discount, you know, from that long term intrinsic valuation.
Dave Sekera
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