Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
Focused Compounding
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Exploring Different Investing Approaches and Portfolio Composition
This chapter examines the investing strategies of Buffett, Lynch, and Neff, emphasizing their portfolio composition and focus on low P/E stocks. It also delves into the risks of low P/E investing and the significance of comprehending cyclical industries.
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