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Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08

The Acquirers Podcast

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The Value Investing Journey

In this chapter, the speakers engage in a humorous and casual discussion about their paths into value investing, sharing stories from their backgrounds in New York and management consulting. They emphasize the importance of mastering fundamental financial analysis and critique the misconceptions surrounding value investing and its indexes. Through insightful analysis, they explore the dynamics between value and growth investing, revealing significant implications for investment strategies.

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