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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

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The Importance of Keeping Options Open

I've always been interested in how people who are fundamental investors think and I started out as one. The minute I put real money into it, lo and behold, it stopped working. So the quiet thing is what kind of got me into the other strategy. And that led to a fundamental strategy where we basically only buy things that have significant market share.

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