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HDAMPJPMBULLISHIn depth · 4/5

Reluctant sellers of high-quality businesses

The guest's firm has a disciplined, tax-aware sell strategy, being very reluctant to sell great businesses bought cheaply due to the high hurdle of finding a replacement 25% better after capital gains tax.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
HD: Reluctant sellers of high-quality businesses · Zortix