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Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
Jul 2, 2025
The creator discusses the end of an era with Warren Buffett's potential stepping down and the transition to a "post-value era" in investing. He reflects on the changing market structure due to passive flows and the prevalence of speculative investments like SPACs and crypto, contrasting it with Buffett's traditional value investing approach. The creator emphasizes the enduring principles of studying businesses, patience, and ethical conduct in investing, even if traditional value investing is harder to execute today.
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