Ray Dalio on BTC. Lou Simpson’s investing philosophy. The proposed TLS break-up. Selling low dividend payers. Tolerance for older data. KRMs health score. 3PTL for ADH, HLA & HVN. Tony’s view on the Iron trend line. Replacing IV1 and IV2 with PE ratios.
HLA 2021–04-08_16-53–40
HVN 2021–04-08_16-58–40
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