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James Montier Explains Why Corporate Profits Keep Going Up

Odd Lots

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Navigating Value Investing in Uncertain Markets

This chapter examines the challenges faced by value investors in today’s dynamic market landscape, influenced by momentum trends and fluctuating sentiments. It discusses the impressive growth of tech giants like Amazon and Google, while questioning the sustainability of their success amid a saturated market. Additionally, the chapter explores valuation discrepancies in the U.S. and Japanese stock markets, the potential of emerging markets, and the necessity of introspection for future investment strategies.

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