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10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Excess Returns
The Spread Between Value and Growth
This chapter explores the concept of spreads between growth and value stocks, discussing how it impacts value investing strategies and whether to invest in growth stocks when spreads narrow again. It also delves into the importance of identifying high-quality companies and being prepared for future transition periods.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode