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RWH046: A New Golden Age w/ Bob Robotti
We Study Billionaires - The Investor’s Podcast Network
Revitalizing Value Investing
This chapter examines the shifting dynamics of investment analysis, advocating for a return to active management and stock picking in the face of market anomalies. It emphasizes the importance of understanding historical context and current economic realities to uncover opportunities in underappreciated sectors. The discussion highlights how changes in globalization and market conditions can reshape investment strategies, urging investors to recognize cyclical patterns for future growth.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode