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

The Acquirers Podcast

CHAPTER

Investing Beyond Quantitative Metrics

The chapter discusses the limitations of relying solely on quantitative metrics for investment decisions and emphasizes the importance of delving deeper into understanding businesses to uncover undervalued opportunities. It explores the concept of normalizing business and market views to estimate fair value based on normalized earnings and the importance of considering the business's future performance and earnings potential. The conversation also touches on the challenges faced by small cap companies, consolidation in various industries, and the impact of interest rates on businesses.

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