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

The Acquirers Podcast

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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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