Conversations at GFI

E3: Lessons From Charlie Munger, Railroads and Utilities, Capital Allocation

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(00:00) Opening + Intro

(01:25) Lessons From Charlie and Warren

(13:23) Railroads and Utilities

(19:20) Capital Allocation

(29:32) Disclaimers

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Conversations at GFIBy GFI Investment Counsel
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