William Green with Guy Spier: Investing Prudently in Perilous Times.
The Education of a Value Investor
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The Cost of Customer Acquisition and the Lifetime Value of That Customer
Roxanne Jones: A lot of these businesses, especially with the soaring share prices, were being proved right. But she didn't feel safe updating her valuation models to that degree. She says sometimes something looks really ugly and you have to go further into what's going on. "I think I probably stopped too soon."
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