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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

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The Importance of Predictability

There's a guy, Bill Stewart, who's very interesting. Stewart is actually a growth investor. He outperformed the market by I think it was 5% a year after fees for 30 years or something like that. And he was just all he talked about in interviews was the predictability of earnings and always, always wanted that even more so than Buffett.

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