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Gautam Baid: The Making of a Value Investor

The Security Analysis Podcast

CHAPTER

Insights on Holding Overvalued Great Businesses and Understanding Valuation in Investing

Exploring the benefits of holding onto high-quality businesses, even when overvalued temporarily, for greater long-term compounding returns. Emphasis on assessing competitive advantage periods over P multiples and recommended readings for understanding fair valuations in investing.

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