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Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels

The Acquirers Podcast

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The Importance of Protecting the Downside

I agree that value guys just tend to be a little bit too conservative. That's what I think 3G is good at debt, not necessarily managing a brand. My main focus is just don't blow it up and then try and get a good return on top of that. All right, throw your questions in. We got 15 roughly to go.

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