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Value After Hours S05 E 33 Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance

The Acquirers Podcast

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Finding and Holding Stocks

The speakers discuss their approach as idiosyncratic discretionary value investors, buying stocks when they're cheap and not concentrating positions too much. They talk about the difficulty in finding positions currently and compare it to previous years. They also discuss the distinction between buying and selling in investing and the balance between valuation and growth when holding stocks.

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