William Green with Guy Spier: Investing Prudently in Perilous Times.
The Education of a Value Investor
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The Importance of Investing in a Dangerous World
You have big exposure to China through things like BYD and the Alibaba. And then you own stuff in India. I'm curious how you think about this question of investing in places like China that seem pretty fraught in some ways as actually a sensible place to be in a dangerous world. Look, we're dealing in hypotheticals that go way out. So I can't claim that my reasoning is what type bulletproof, the only way to look at it.
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