MI Rewind: Investing for Outsized Performance w/ Jeremy Deal
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Looking Beyond Traditional Investing Methods
This chapter emphasizes the importance of analyzing businesses beyond basic financial measures, considering factors like opportunity for reinvestment and return on investment. It discusses the advantages of being a small fund and finding businesses with opportunities for growth. The chapter also highlights the value of concentration in a portfolio and the need to develop confidence in a handful of businesses.
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