Interesting idea, curious why he used alpha vs annualized net for some. Nomad for example if i take their letters it looks like 20% net. Terry Smith should be in there but maybe not long-term enough, Baillie Gifford too, surprised no Ackman?

Yield + growth is what both "value" and "growth" ppl do, value bet heavily just on yield, growth says growth will be so strong that yield in terminal year will be dirt cheap.

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