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Howard Marks & Andrew Marks: Something of Value
Acquired
Investing in Value
I think the sort of evolution happened a little bit gradually. A value investor would look at what the current cash flows of the business are and not make much assumption for growth. Then there's a cohort of growth companies that weren't exactly tech companies in the way that tech companies look today. And then also things where really attractive acquisitions and synergies were attractive or were a huge part of the story.
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