Tobias Carlisle - A Modern Walter Schloss
The Business Brew
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How I Become the Face of Value
John MacIntosh: I think value has worked so badly for so long that I've become like the last man standing who's even prepared to call himself a value guy. He says he doesn't care about quality of business, just if it is healthy and not going backwards. MacIntosh believes you can find value with undervalued assets as well as compounding businesses.MacIntosh: Not all of those types of value work all the time at every stage in the cycle.
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