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No. of Recommendations: 7
1. I am extraordinarily glad for the live stream and recording. I watched some of each. I am likely not alone in that attending in person is not really in the cards, and this levels the access to information.

2. Remarks of the nature that cash is kind of like investing in a company at 100x earnings. Nice model and one can see why he said "I hate it" when asked about the very full tills.

3. I wasn't terribly satisfied by how he answered Loomis' early question about Wells. Systemic risk isn't solved by a hotline, and telling companies to not lose reputation.
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