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Matthew Sweeney - Discussing Value

The Business Brew

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Investing in Small Cap Companies: Quality Over Quantity

The chapter explores the benefits of investing in small cap companies for competitive advantage, emphasizing the appeal of less competition and higher quality experiences. It discusses the importance of finding one-foot hurdles in small caps compared to larger companies, considering potential moves into larger market caps if market conditions warrant. The speaker reflects on investment strategies, past decisions in the cable industry, and the significance of avoiding the herd mentality in stock selection.

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