Lessons From 30 Years as a Value Investor | Steve Romick
Excess Returns
Value Investing and the Influence of Narratives
This chapter explores the concept of value investing, discussing the importance of buying undervalued businesses and considering factors like growth rates and industry trends. It delves into the influence of narratives in the current market environment and how narratives often outweigh fundamentals. The chapter also emphasizes the importance of patience and conviction in investments, as well as portfolio construction and concentration.
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