TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
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The Intersection of Quality and Value in Investing
This chapter explores the intricate dynamics between quality and value in the realm of investing, focusing on key metrics like balance sheets and cash flows. It also examines the evolution of value perceptions through AQR's analysis and draws parallels to established investment philosophies, underscoring their significance in portfolio development.
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Transcript
