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Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Focused Compounding

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Navigating Stock Valuation and Investment Opportunities

Exploring the impact of quants on stock liquidity, fund flows on company valuations, and strategies for finding investment opportunities like index deletions and quality re-ratings. Analyzing the valuation of a high-quality company, discussing earnings growth, margins, pricing strategies, and stock challenges like high valuations and earnings importance.

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