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Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09

The Acquirers Podcast

CHAPTER

Navigating Cash Positioning in a Quality Investment Strategy

This chapter explores the strategy of maintaining a cash position while constructing a portfolio of high-quality growth businesses. The discussion highlights the importance of consistent cash allocation and the criteria for selecting investments that balance profitability and reasonable valuations.

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