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20min chapter
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
Excess Returns
Navigating Quality Investments
This chapter focuses on the critical evaluation of quality in investments, emphasizing financial strength and sustainable business models. It discusses the challenges investors face with intangible tech companies and the need for a contrarian approach in down markets. The conversation highlights the dynamics of market influences on valuations, particularly through passive investing, and the significance of strong corporate governance for investment success.
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Discover
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