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The Inflation Debate Rages On | Weekly Round Up

Inflection Point

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Is That a Fair Summary?

"I'm a fundamental value person. And that doesn't make me good or better than, than somebody else who has a different view," he says. "It's actually been a real handicap because I just can't look at Apple at this crazy EV to even a company that hasn't grown their, their total net income in the last couple of years." He adds there are individual companies you can get excited about but it's hard if you do focus on fundamentals to be excited about equities.

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