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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

CHAPTER

What Does Value Added Research Mean to You?

Permian: Great companies with great management teams can become very cheap as they're indiscriminately sold off in these down markets. There's still a number of structurally broken businesses that look cheap but are going to disappoint far worse, he says. "We don't sit around a room and pontificate about what a company could do and hope for the management team to effect that change"

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