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Expert: Ricky Sandler - Valuation is an opinion, mispricing is an opportunity | Hearts & Minds

Equity Mates Investing Podcast

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Structuring the Team and Analyzing Ashland Global

The chapter explores the team structure of analysts and portfolio managers, emphasizing the approach to hiring and training younger analysts and the importance of continuous learning in investment. Additionally, it delves into Ashland Global, a top holding, and its transformation into a specialized additives business under new leadership for potential growth and improved performance.

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