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HDAMPJPMBULLISHSubstantive discussion · 3/5

Tax-aware holding of high-quality compounders

The manager detailed a buy-and-hold approach for high-quality businesses to avoid triggering capital gains taxes, holding core names for over a decade.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
HD: Tax-aware holding of high-quality compounders · Zortix