Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
The Education of a Value Investor
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Is There a Margin of Safety in the Market?
A lot of the ies that are trading cheap right now really are cheap for a reason, and they're probably more dangerous than some large companies. The world is moving too quickly to buy a business that's going to be stagnant if you can't control its free casual coming out of a stagnant business sif you see it as an opportunity. And so i' it's not about financial research as much as it is trying to understand where a business is going and where a sector is going in the next five or ten years.
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