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The Value Perspective with Andrew Brenton

The Value Perspective

00:00

From Private Equity to Public Markets

This chapter traces the speaker's career shift from investment banking to founding Turtle Creek, focusing on public market investments. It emphasizes the necessity of adopting a private equity mindset when navigating public markets and the importance of understanding company fundamentals over mere price movements. Additionally, the discussion highlights the competitive landscape of investing, addressing the enduring principles of valuing stocks based on future cash flows amidst evolving investment strategies.

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