In short: Ninth-best YTD performer at +22.7% — and negative over both longer windows (5-yr CAGR -4.5%, 10-yr -3.2%), the only name in either table with that profile. Performance table only.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.