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John Rogers - The Power of Patience

Value Investing with Legends

CHAPTER

Founding Adiel: Challenges and Competition in the Small and Mid-Cap Value Space

The chapter discusses the founding of Adiel and the challenges of establishing a small mid-cap value management firm. They reflect on the increase in competition in the space over the years and mention other managers who were doing innovative work at the time. They also discuss their interactions with influential thought leaders and the importance of their books in understanding markets and investing.

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