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Tim Melvin: 40 Years of Deep Value Investing, Small Bank Investing, and much more.

The Security Analysis Podcast

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Navigating the Mortgage Investment Landscape: Challenges and Opportunities

This chapter explores the current mortgage investment landscape, addressing declining origination rates amid high mortgage costs and affordability concerns. It identifies opportunities in mortgage-backed securities while offering strategies for conservative investors to maintain portfolio balance in a volatile interest rate environment.

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