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Anti-Fragile Value Investing With Brian Stoffel

Lead-Lag Live

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The Role of Valuation in Long-Term Investing

There's a direct link between how somebody thinks and their time frame. If you're going to be a true long-term investor, you want to find those opportunities where there's underreaction or overreaction. How do you think about valuation in the context of psychology and timeframes? Use the term which I want to focus on for a bit here, which is overreact,.

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