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00:00 Buying SBUX again

03:55 Selling Top Picks

08:52 ULTA & LULU

11:09 Acceptable Overlap

12:44 Portfolio Sectors

14:58 Why No International

17:39 My Cat

17:57 PCFG Sheet

20:04 Do it myself

20:34 Intel’s Issue

20:45 Zero net debt

23:10 Youtuber Powwows

26:20 Good song

26:55 Self Portrait

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