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Fjord Alpha's avatar

This is a fundamental point that's often ignored. It's not just about the ticker going up, it's whether the underlying business is growing its real, inflation-adjusted cash flows. The ultimate goal is to own assets that increase your claim on real goods and services. Nice read!

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ROE The Boat's avatar

Yes 100% agree, thanks for the comment Fjord.

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Mr Deep-Value's avatar

Chocolate bars are DEFINITELY more than 5% smaller!

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ROE The Boat's avatar

Yes I'm sure they are.

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