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Single Best Idea with Tom Keene: Kona Haque & Matt Miskin
Bloomberg Surveillance
Insights on Stock Concentration and Capital Allocation
Matt Mishkin from John Hancock shares insights on reversion of the mean, stock concentration in the S&P 500, and the significance of factors like free cash flow and capital allocation over traditional financial media ratios. He suggests exploring Michael Mobison's work at Morgan Stanley for a deeper understanding of these principles.
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