Uploaded October 2025 | Updated September 2026, 26 minutes ago

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Timestamps:
0:00 $268K Portfolio Update
3:44 Intro
4:38 Secret Project Update
4:57 New Buys & Sells Explained
9:20 Warren Buffett & Munger on Diversification
21:40 My Take on Diversification
26:41 HESM stock analysis 2025
43:13 Price Target & Valuation

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