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Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy

The Acquirers Podcast

CHAPTER

Journey to Value Investing and Evolving Investment Style

The chapter follows the speaker's path to value investing, starting from a trading role after 9/11 without prior financial knowledge. They highlight transitioning from traditional quantitative methods to a qualitative approach, discussing stock price cycles in industries like energy and banks, and the challenges of valuing cyclical stocks with fluctuating earnings.

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