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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams

Yet Another Value Podcast

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Perception vs. Reality in Investment Opportunities

This chapter highlights the investment viability of companies like Domino's Pizza, challenging negative stereotypes held by certain groups. It illustrates the importance of thorough due diligence and recognizing hidden value in unexpected locations, using examples from a casino and a hypothetical luxury hotel.

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