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@bkaellner Honestly, since he exited BN and got into coal after giving the lectures about long term compounding I kind of find difficult to see him in the same light as before. He doesn't seem to walk the talk
@LukasTlmn @bkaellner Agree these are not long term compounders. He should clean up his marketing to match his investing
@LukasTlmn @bkaellner I share part of your thoughts. Maybe he is not walking the talk or maybe those holdings were not flowers or the op. cost of something better made him to sell. Who knows. I still admire him like always.