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Value After Hours S05 E35: Schroeder's Torres on emerging markets value and Type I and II errors

The Acquirers Podcast

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Uncovering Insiders and Political Risks in the Chinese Investment Market

The speakers discuss the importance of identifying concentrated insiders in the investment market who have control through other means. They highlight the concerns of state-owned enterprises and emphasize the need for caution when dealing with minority investments. The chapter concludes by emphasizing the risks involved in investing in the Chinese internet space and the need for adequate compensation for taking on specific risks.

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