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Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

The Acquirers Podcast

CHAPTER

ESG Impact on Stock Valuations and Value Investing Opportunities

The chapter explores the impact of ESG concerns on stock valuations and identifies opportunities for value investing. It discusses the importance of effective capital allocation by management teams and highlights the advantages of investing in companies outside of stock indexes. The speakers emphasize the benefits of buying stocks with low PE ratios and high free cashflow yields.

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