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Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08

The Acquirers Podcast

CHAPTER

Navigating Value Investing Today

This chapter explores the current landscape of value investing, focusing on how market conditions influence the re-rating of value stocks. The discussion highlights the importance of patience in investing and addresses the challenges in pinpointing market catalysts and stock performance. It also examines the distinct dynamics of international versus U.S. portfolios, revealing insights into global investing strategies and stock valuation anomalies.

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