#13 The Contrarian
Behind the Balance Sheet
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Value Management
There are very few value managers, really true value managers, left. There's the old ben graham view of value which was a sort of purer or deeper value than more en quality value. i think warren buffet is responsible for, or for for muddying, really. People regard buffet as a tremendous super hero and justifies canonization but they regard him as a value investor. But investment in cocacola, for example, is not a value investment.
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