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Hedge Fund Tips with Tom Hayes - Podcast - Episode 217 - December 14, 2023

Hedge Fund Tips with Tom Hayes

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The Impact of Weight Loss and Medical Procedures

In this chapter, they discuss the reasons why weight loss may not lead to decreased need for medical procedures, such as knee, shoulder, and hip problems that arise from increased physical activities. They also talk about the valuation of a specific business, considering factors like the price-to-sales ratio and the PE multiple. They mention that the business has a proven track record of double-digit capital return and highlight the low valuation compared to historical averages. Additionally, they discuss the potential catalysts for the recovery of the business, including the spin-off of the renal care division.

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