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Geoff Saab: Low Risk Investing

The Security Analysis Podcast

CHAPTER

The Importance of Business First Approaches

I like how you talk about your collector of businesses. And I think that that business first approach makes a lot of sense. Generally a high quality business with low volatility results is going to have a stock price that matches that, but not always. If we ever get to a season when low vol really outperforms for an extended period, then it just becomes the flavor of the month and everyone will throw money into it. So that's a possibility as well.

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