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John Rotonti - Building a Winning Research Process

A.U.M.

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Evaluating Stock Valuations: A Cautious Approach

This chapter focuses on the essential research process for assessing stock valuations, stressing the importance of cautious investment decisions beyond multiple expansions. It examines two companies, Amphenol and Trane Technologies, discussing their high trading multiples while providing insights from a newsletter that offers valuable updates and reflections on financial performance.

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