MI158: Investing for Outsized Performance w/ Jeremy Deal
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Opportunity to Invest in a Way That's Non Traditional
A lot of the businesses you're invested in using this play book where they aren't really optimizing for earnings to day. So no matter how you look at it, they aren't going to look cheap using traditional metrics. Well, it's an opportunity to consumer tec businesses that really fit that bucket. I'm interested and value situations where i believe the potential to business or the earning power, is dramatically misunderstood.
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