Sources
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Framework-grade public voice: the Dec 2024 PKU keynote “Global Value Investing in Our Era,” the 2015 “The Prospect of Value Investing in China,” the Munger eulogy, the 2006 Columbia masterclass (faithful transcript), and
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Every indexed document — letters, memos, speeches, interviews (16)
All companies referenced across the indexed record (0)
The canonical ideas this investor actually addresses (2)
Documented actions with sources and outcomes (3)
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