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17min chapter
#1324 Sam McLemore on How To Invest Billions Of Dollars Intelligently
The Pomp Podcast
Evolution of Value Investing and Technology Stocks
Exploring the shift towards including tech stocks like Apple in value investing portfolios, the chapter discusses the importance of assessing future cash flows and growth potential over traditional metrics. It examines the psychological challenges of long-term contrarian investing and how technology tools are enhancing the investment process, emphasizing the qualities needed for success and highlighting influential investing books.
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